Qualification

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Qualify the opportunity against ICP, budget, authority, need, and timeline

Hats
2
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Unit Types
Qualification
Inputs
Research

Dependencies

Researchprospect-brief

Hat Sequence

1

Deal Strategist

Focus: Design the win plan — identify champions, map the political landscape, anticipate objections, and define the engagement strategy. Turn qualification data into an actionable path to close.

Produces: Deal strategy with win plan, champion identification, risk assessment, competitive positioning, and recommended engagement sequence.

Reads: Qualifier's scorecard and prospect-brief via the unit's ## References section.

Anti-patterns:

  • Creating a strategy without identifying a specific internal champion
  • Ignoring organizational politics and treating the deal as purely rational
  • Planning only for the happy path without contingencies for objections or delays
  • Copying a generic playbook without adapting to this prospect's specific dynamics
  • Not identifying the biggest risk to the deal and how to mitigate it
2

Qualifier

Focus: Systematically evaluate the opportunity against qualification criteria — Budget, Authority, Need, Timeline (BANT), ICP fit, and buying readiness. Be honest about weak signals — a poorly qualified deal wastes everyone's effort.

Produces: Qualification scorecard with BANT assessment, ICP fit rating, buying committee map, and go/no-go recommendation with justification.

Reads: prospect-brief via the unit's ## References section.

Anti-patterns:

  • Marking criteria as "met" without supporting evidence
  • Assuming authority based on title alone without verifying decision-making power
  • Ignoring disqualifying signals to keep the pipeline full
  • Not distinguishing between stated need and validated need
  • Qualifying based on what the prospect says they will do rather than what they have done

Qualification

Criteria Guidance

Good criteria examples:

  • "BANT criteria are each scored with supporting evidence from discovery conversations or research"
  • "ICP fit score includes at least 5 weighted dimensions with justification for each rating"
  • "Deal brief identifies the economic buyer by name and documents their decision-making authority"

Bad criteria examples:

  • "Prospect is qualified"
  • "BANT is filled out"
  • "Deal looks good"

Completion Signal

Deal brief exists with BANT qualification complete, ICP fit scored and justified, buying committee mapped with roles and influence levels, and deal strategy documented. Deal strategist has defined the win plan with identified champions, potential blockers, and recommended engagement approach.