Sales qualification: acceptance checklist
Define how to recognise a usable result. Start with an agreed qualification rubric and redacted enquiries and plan a draft lead summary for review.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- an agreed qualification rubric and redacted enquiries.
- Proposed result
- a draft lead summary for review.
- A decision to resolve
- unsupported assumptions about budget or intent.
This is a planning example. It does not describe a completed client engagement.
Acceptance checklist for this project
- Evaluate source accuracy, unsupported questions and tool permissions using a fixed question set.
- Write the expected content and format of a draft lead summary for review against one agreed sample.
- Include a failing example involving unsupported assumptions about budget or intent, and agree the correct response.
Questions to answer together
- What is the expected result for one agreed example?
- Which edge cases must pass before signoff?
- Who accepts the result, and where is that decision recorded?
What to have at the end
A repeatable acceptance pack with examples, expected outcomes and signoff criteria.
Record the decision on unsupported assumptions about budget or intent alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.