Lead Not Qualifying

SalesPartner qualifies leads by gathering key information through natural conversation. Depending on your chosen framework, different pieces of information are needed.

Common frameworks and what they need:

• BANT - Budget, Authority, Need, Timeline
• CHAMP - Challenges, Authority, Money, Prioritization
• VIBE - Vision, Influence, Budget, Execute

A lead needs to provide answers to all required fields before qualification is complete. Until then, they'll show as "incomplete" in your dashboard.

Here are common reasons a lead's qualification stays incomplete:

Short conversation - The lead hasn't shared enough yet. They may have only sent a few messages.

Vague answers - Responses like "I don't know" or "we'll see" don't count as collected information. SalesPartner needs specific answers.

Missing key info - For example, if using BANT and the lead mentioned their timeline but never discussed budget, they won't fully qualify.

Conversation ended early - If the lead stops responding before sharing all the needed information, qualification can't complete.

Leads are sorted into tiers based on their qualification score:

• Hot Lead (80+) - High-value, ready to buy. Prioritize these immediately.
• Qualified (50-79) - Meets your criteria. Good candidates for follow-up.
• Nurture (1-49) - Needs more development. Keep in touch over time.
• Disqualified (0) - Doesn't meet your criteria. Usually filtered out.

The score comes from how well the lead's answers match your ideal customer profile. Strong budget fit + urgent timeline = higher score.

Not all responses count toward qualification. Here's what SalesPartner considers:

Valid answers (these count): - "Our budget is around $5,000-7,000" - "I need this done by next month" - "I'm the homeowner and make the decisions"

Invalid answers (these don't count): - "I'm not sure" - "Unknown" - "N/A" - No response to the question

SalesPartner will continue the conversation naturally to try to get clearer answers when responses are vague.

You can see exactly what's missing for any lead:

1. Open the conversation in your app 2. Look at the Qualification Panel (usually on the right side) 3. You'll see which fields are filled and which are still needed

Each framework shows its required fields. A checkmark means information was collected. An empty circle means it's still needed.

This helps you understand why a particular lead hasn't fully qualified yet.

To improve how many leads fully qualify:

Choose the right framework - If you're getting low completion rates, consider a simpler framework. "NT" (Need + Timeline) only requires two pieces of information.

Review your follow-up settings - Make sure SalesPartner has enough chances to collect the information before giving up on a lead.

Check your conversation flow - Are leads dropping off at certain points? This might indicate questions that feel too invasive or confusing.

Accept that some leads won't qualify - Not every inquiry is a good fit. Low qualification completion might mean your lead sources need attention, not your settings.

Sometimes you'll want to take action on a lead even if qualification isn't complete.

You can always: - Take over a conversation manually - Call the lead directly - Mark a lead as qualified or disqualified yourself

Your manual actions override the system. If you know a lead is a great fit despite incomplete qualification, you can move forward with them anyway.

The qualification system is there to help prioritize, not to make final decisions for you.