Playbook
Twelve discovery questions that actually qualify a lead
7 min read · May 2026

The questions we ask in a vetting conversation, why each one is worded the way it is, and the answers that should stop a lead progressing.
Problem and pressure
1. What made you look at this now, rather than six months ago? — Surfaces the trigger, or reveals there isn't one.
2. What is this costing you at the moment, in time or money? — Turns a vague irritation into a quantified problem.
3. What happens if nothing changes this year? — The clearest test of urgency. "Nothing much" is a disqualifier.
4. What have you already tried? — Tells you what will be compared against, and whether expectations are realistic.
Authority and process
5. Besides yourself, who else will weigh in on this decision? — Phrased to invite names rather than a yes/no.
6. How were similar purchases signed off here previously? — Reveals the real process, including procurement and legal.
7. Who would have to be convinced, and what would convince them? — Finds the veto and the criteria in one question.
8. Is there anyone who would prefer this not to happen? — Uncomfortable, and consistently the most informative question on the list.
Money and timing
9. Has any budget been set aside, or would this need to be found? — Both answers are workable; not knowing which is not.
10. What range were you expecting this to sit in? — Establishes fit before either side invests in a proposal.
11. What date would you want this working by, and what is driving that date? — A date without a driver is a preference, not a deadline.
12. What would need to be true for you to move forward this quarter? — Converts the conversation into a mutual plan.
Answers that should stop a lead
No trigger, no cost of inaction, no named stakeholders, no date with a reason behind it, or an expected price far outside your range. Any one of these on its own is a caution; two or more and the lead belongs in nurture, not on a rep's calendar.
Disqualifying early is not a lost opportunity. It is the mechanism that keeps the rest of the pipeline trustworthy.
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