I received a question from a viewer the other day, about the sales calls qualification process once a client has already agreed to a meeting.

It’s a pretty interesting question, so I decided to talk about the 3 things you need to figure out on your sales calls.

Without further ado, let’s jump into it:

How to qualify on sales calls:

1. Are you a good fit for them?

Basically, you want the clients you’re talking to, to know that you’re a perfect fit. Here is where most of the selling takes place, right at the beginning of the sales calls.

The reason you want to make sure you’re a good fit for them should be fairly obvious.

For instance, if they see value on what you offer and they trust your delivery capabilities, they’ll normally buy from you.

The easiest way to qualify at this point is to ask questions about what they’ve tried in the past and how big their need is.

Questions like:

have you tried a marketing vendor in the past to solve this?”,

are great, because if they say “Yes”they’re probably a good fit.

Next, you can focus on figuring out more info that would make your results more effective.

One of the biggest feedbacks I had with past clients, was regarding marketers generic approaches and strategies, which are unsuccessful.

Then, based on that information, I was able to go super in-depth on the way that we sell at X27, and that won the business for us.

2. Are they a good fit for you?

You must ask the following questions to yourself (as a company):

  • Does their background align with what you want to do?
  • Are they in the right life cycle of their company?
  • Are they big enough?
  • Do they have the right type of people?

And yet all of this can boil down to the following:

  • Can you be successful?


  • Do you want to do the work for them?

One time I had this client with this kind of multi-leveled marketing scheme, which I distrust, but they wanted to become our client.

Accordingly, I asked them tons of questions about their business process and also their background, like marketing channels and such.

Just from that interview, we could see we were not a good fit for them and just decided to move on.

Have any questions? Need help with your own agency? Feel free to contact us

Remember, you don’t want to be working for clients that stress you, won’t follow the process, or simply don’t match the values of your company.

3. Can they afford you?

You want to make sure that every client you’re pitching to has the means to afford your services. The easiest way to do this is to be very upfront about your prices.

I’m always very open about what everything costs, which is why we display our prices in x27 website.

3 Practical Ways to Handle ‘You’re Too Expensive’ Price Objection

In summary, as long as you establish credibility in the first part of the cold calling, and push back a little in the second stage, you’ll be surprised with how many people will be willing to agree with whatever price you pitch them on.

As long as the value is there, you should be able to pitch them a high number and work your way down from there.

4 Ways to make sure customers attend your sales call

I hope you like this video. If you want to know more about sales on the phone and qualifying leads, subscribe to our YouTube Channel for sales training.

About The Author

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Alex Berman is the founder and chief content creator of X27 Marketing. He is passionate about promoting efficient B2B lead generation channels and executing on data-driven strategies for his clients.