Sales Engine · plain-English guide
How to read Qualifier
Qualifier deal qualification engine. This guide explains what it produces, what each part means, and how it stays honest — so you can act on the output with confidence.
Takes
Deal context + stage + framework
Gives
Scorecard + gap list
The data it uses: Deal notes, stakeholders, and any call transcript.
Watch how it works
How to read the output
Readiness score
How close the deal is to being winnable — from the qualification signals, not from how positive the calls felt.
Risk log
What could kill the deal, ordered by severity. The top row is what to resolve first.
Next action
The single best next move, stated plainly.
The terms it uses
- Economic buyer
- The person who can reallocate budget. No deal is safe until they are engaged.
- Champion
- Someone inside the account who wants you to win and has the standing to say so.
- Paper process
- The legal/procurement/security path a contract must pass — a hidden multi-week cycle if unmapped.
How it stays honest
Every agent separates what it measured from your data from what it inferred. You always know which is which.
Measured
- ✓Deal signals (as provided)
- ✓Economic-buyer + paper-process gates (computed)
Inferred
- ~Readiness score
- ~Risk severity
- ~Next action
Questions people ask
Where does the readiness score come from?+
From the qualification signals in your notes — buyer access, timeline, budget, pain. It is not a vibe.
What if I have very little detail?+
It says so. Thin notes produce a cautious read and a flagged gate, not confident fabrication.
Now read the real thing.
Run Qualifier on your own data and compare the output to this guide. If it matches, you can trust it.