This is the stage teams skip most often, and it has the biggest impact on cycle length. The rep checks whether the lead is worth the time. The simplest framework is BANT:
- Budget — is there money within your price range;
- Authority — who makes the decision and who influences it;
- Need — what problem the buyer is solving and what it costs them;
- Timeline — when they plan to start.
In B2B, Authority is no longer one person. According to
Forrester, a typical purchase involves 13 internal stakeholders and 9 external influencers, and procurement is a decision-maker in 53% of buying cycles. If the rep doesn't map these people during qualification, they'll discover them at the closing stage — and the deal will slide back by weeks. Complex sales call for deeper frameworks; we compared them in our overview of
B2B sales methodologies.
Exit criterion: need and budget are confirmed, the decision-maker is known, and there's an approximate start date.