Fit
Does the company and person match the audience agreed for your campaign? We check the relevant criteria and exclusions before putting the meeting on your calendar.
Qualification within Outbound OS
Sales Meetings with a Clear Reason to Talk
Our offer is 5-20 qualified opportunities in 90 days, or you don't pay. Phone qualification helps us establish which interested prospects have a relevant reason to speak with your sales team.
Before booking, we check fit, need, interest and purpose against the criteria agreed with you. Your salesperson receives the transcript and context, so they know who they are meeting and why the prospect wants the conversation.
Four pillars, agreed with you
Need
Is there a relevant problem, project or objective that your service could help with? We capture the prospect’s situation in their own words.
Interest
Does the prospect want to explore your service? A response alone is not enough; the conversation needs to establish a reason to discuss working together.
Purpose
Does the prospect understand who they are meeting and what the call is for? We establish that it is a sales conversation about your service.
We agree how each pillar applies to your business before outreach. If a required check is incomplete, we follow up before booking.
Does qualified mean ready to buy?
A qualified prospect has a relevant reason to explore your service. They have not necessarily selected a provider, approved a proposal or decided to buy immediately.
The sales conversation is where you explore the opportunity, establish whether you can help and agree next steps. Qualification gives that conversation a clear starting point; your team handles the proposal, follow-up and closing.
Our core checks are fit, need, interest and purpose. They should be agreed and understood before outreach starts.
What your salesperson receives
Before the call
The conversation
behind the booking.
The qualification transcript and key context let your salesperson prepare without asking the prospect to start from scratch.
- The company and the person’s role
- The need or objective discussed
- Why they want to explore your service
- What they understand the meeting will cover
- Evidence for the four qualification checks
- Open questions to explore on the sales call
Follow-up through to the meeting
Attendance and rebooking
We manage attendance follow-up and rebooking through the No-Show Recovery system installed in your business.
Feedback that improves the work
Keep CRM outcomes current and share the sales conversation. We can then review whether an issue came from targeting, qualification, attendance or what happened during the sales process.
Agree what a useful meeting looks like
Bring an example of a sales meeting that was worth your time and one that should not have been booked. We can use them to agree the criteria, the evidence you need and the context your salesperson should receive.