B2B Sales Qualification Checklist
Company Profile
Company fits our Ideal Customer Profile
Right industry/vertical and size
Located in relevant geography or region
Decision-Making Process
Identified decision maker(s) and influencers
Understood customer's approval process
Need & Pain Points
Recognized explicit need or pain
Solution aligns with their business goals
Budget
Confirmed budget exists
Identified competitor or alternative solutions
Timeline
Understood prospect's timeline for decision
Assessed readiness to move forward
Next Steps