Early Qualification: Establishing Deal Viability

Early Qualification: Establishing Deal Viability

Early Qualification

Early Qualification

Establishing Deal Viability

Establishing Deal Viability

If you cannot predict with 80% accuracy which deals will die before a demo, you do not have a qualification system.

Lead arrives

Lead arrives

2

2

Score each question 0-2

Score each question 0-2

3

3

Decide instantly

Decide instantly

4

4

See the pipeline unclog in 14 days

See the pipeline unclog in 14 days

Why this matters?

Enterprise cyber buyers do not authorize budget items without a burning platform, internal alignment, and regulatory or risk pressure. Any framework that ignores these forces produces false positives.

Failure Cascade

If you ignore this, discovery expands, demos multiply, and deal reviews degrade into pipeline theater. The collapse will present as “low win rate” but originates here.

Do I have this problem?

If you cannot predict with 80% accuracy which deals will die before a demo, you do not have a qualification system.

Quick Diagnostic

Run the next ten calls through the 4-question scorecard and your current qualification method in parallel (intuition if you don’t have a method). Check whether your current method matches the scorecard outcome 8 out of 10 times. If not, this exposes the gap and confirms the need for (better) structure.

How do I fix it?

Implement the steps 1–4 described in this module. Start with the outreach templates in the box below.

Limitation

This fix holds for founder-driven or lean teams. It degrades once deals require multi-role coordination. At that threshold you need defined information flow, standardized interpretation of the qualification signals, a clear decision-rights hierarchy, and explicit enforcement ownership.

Example Outreach Templates

Example Outreach Templates

Example Outreach Templates

Example Outreach Templates

These get you to the 10-minute call where you ask the other three questions.

LinkedIn voice note script / InMail

“Hey Sarah – saw your post about DORA preparedness. Quick question: what specific gap are you trying to close in the next 6–12 months that your current stack can’t handle? Happy to hop on for 10 min if it’s real.”

Cold email version

Subject: One 10-minute question before we both waste time

Body: Most deals we look at never had a chance to close. Before I send anything over – what specific cyber risk/regulatory gap are you trying to solve in the next 6–12 months that your current solutions can’t? If the answer is ‘nothing urgent’, no worries – I’ll stay out of your inbox.

Limitation

These templates generate signal, not full viability assessment – for that get responses to all 4 questions.

1

The 4 Questions That Validate Early-Stage Deals in Cyber Sales

Ask these (in this order) in the first 8–10 minutes of the very first substantive call. If the prospect cannot answer two or more questions with operational specificity, it’s a red flag. Lack of specificity is the single most reliable predictor of non-close in early-stage cyber sales.

#

Question (exact wording)

Green answers

Red flag answers

Why this matters (buyer lens)

1

“What specific risk or regulatory requirement are you trying to solve in the next 6–12 months that you do not believe your current solution can handle?”

“We have to prove physical and logical segregation of our backup systems for the new DORA requirements.”

“Our cyber insurance renewal in Q2 requires evidence of privileged access monitoring.”

“We’re doing our annual vendor review.”

“We’re kicking the tires.”

“Not sure yet, tell me what you have.”

Forces them to articulate a burning platform. No burning platform = no budget, no priority.

2

“When you picture success with a new solution 12 months from now, what has to be true that isn’t true today?”

“Zero material incidents and board-level confidence in our metrics.”

“CISO can show quantifiable risk reduction to the audit committee.”

“We just want something cheaper.”

“Better support.”

Reveals whether they think in outcomes (Green) or commodities (Red).

Outcome buyers close. Commodity buyers beat you on price every time.

3

“Who else in your organization needs to be convinced this problem is urgent – and have you already started those conversations?”

“I’ve already aligned with the CISO and the head of ERM – they both want a plan by end of quarter.”

“I’m the only one looking right now.”

“I need to socialize this internally.”

No pre-existing internal momentum = very high chance of “think it over” death.

4

“If we can prove we solve this exact risk, what is the rough approval process and timing you’re working against?”

“We have a board meeting in 8 weeks and need a recommendation by week 6.”

“We have a line item already allocated in the risk budget for Q2.”

“We’ll have to find budget.”

“Normal procurement process, 4–6 months.” (red flag for an early-stage, unvalidated initiative)

“Depends on how it goes.”

Uncovers real budget and timeline.

“What specific risk or regulatory requirement are you trying to solve in the next 6–12 months that you do not believe your current solution can handle?”

“What specific risk or regulatory requirement are you trying to solve in the next 6–12 months that you do not believe your current solution can handle?”

“When you picture success with a new solution 12 months from now, what has to be true that isn’t true today?”

“When you picture success with a new solution 12 months from now, what has to be true that isn’t true today?”

“Who else in your organization needs to be convinced this problem is urgent – and have you already started those conversations?”

“Who else in your organization needs to be convinced this problem is urgent – and have you already started those conversations?”

“If we can prove we solve this exact risk, what is the rough approval process and timing you’re working against?”

“If we can prove we solve this exact risk, what is the rough approval process and timing you’re working against?”

Limitation

These four questions are effective for low-complexity deals. Multi-stakeholder complexity introduces conflicting agendas, asymmetric information, and political shielding inside the buyer organization. These questions alone cannot surface buried risks, unspoken vetoes, or competing priorities.

What is required on top: multi-thread mapping, identification of internal adversaries, and live testing of urgency rather than verbal reporting of urgency.

Quick operationalization action

Choose one question and enforce it on every call for seven days. Track how many prospects fail it. Expect ≥40 percent failure. If you see less, your market is anomalously mature or your questions were softened.

2

The 0–8 Red Flag Scorecard

Score each of the 4 answers 0–2 (0 = hard red, 1 = amber, 2 = green).

Action based on total score:

  • 7–8 → Fast-track – book demo this week, assign best rep

  • 4–6 → Light nurture – send one hyper-relevant proof point only

  • 0–3 → Disqualify immediately (use the 45-second script)

Download the Scorecard for offline use.

Failure Cascade

If you don’t disqualify scores of 0–3, discovery expands, demos multiply, and deal reviews degrade into pipeline theater. The collapse will present as “low win rate” but originates here.

3

The 45-Second Polite Disqualification Script

(Word-for-word feels scary at first. Say it out loud three times, then it feels natural and liberating.)

“Thanks for the context, Alex. From what you shared, it sounds like there isn’t a committed initiative with allocated budget right now – and we both know only initiatives with committed budget and timeline close in enterprise cyber.

I’m going to pause here so we don’t waste your time with demos and questionnaires that won’t move the needle this year.

If something changes – regulatory deadline, board mandate, budget appears – reach out directly and I’ll jump. Sound fair?”

Most prospects say “Totally fair – will do.”

Limitation

This script works only when you deliver it without negotiation. Any softening reintroduces seller-driven optimism and destroys the time savings.

“But what if they push back on the questions?” – Objections & Counters

Quick Diagnostic

If objections appear on questions one and three, urgency and alignment are absent. Treat them as structural blockers, not conversational hurdles.

Objection

One-sentence counter

“I don’t have that level of detail yet.”

“I don’t have that level of detail yet.”

“Got it – most deals that close have it at this stage. Happy to park this until you do.”

“Got it – most deals that close have it at this stage. Happy to park this until you do.”

“This feels very direct.”

“This feels very direct.”

“It is – because both of us have objectives and I hate wasting your time when the stars aren’t aligned.”

“It is – because both of us have objectives and I hate wasting your time when the stars aren’t aligned.”

“Can’t you just send some material?”

“Can’t you just send some material?”

“Happy to – but only if there’s a real initiative, otherwise it gets buried. Which of the four areas is closest right now?”

“Happy to – but only if there’s a real initiative, otherwise it gets buried. Which of the four areas is closest right now?”

“My boss wants a deck.”

“My boss wants a deck.”

“Cool – tell them the deck only goes to opportunities with budget and timeline. When those exist, I’ll send it same day.”

“Cool – tell them the deck only goes to opportunities with budget and timeline. When those exist, I’ll send it same day.”

“We’re still early…”

“We’re still early…”

“Understood – almost all ‘still early’ stays early forever."

4

Objective Confirmation – Prove It to Yourself in 14–30 Days

  1. Baseline today: what % of opportunities created in the last 30 days were disqualified within 14 days? (Most teams <20 %.)

  2. Add a CRM picklist field “Early Qual Score (0–8)”.

  3. Run every new discovery through the four questions – the picklist field completed for every new deal.

  4. Re-run the report in two to four weeks.

You will see the early-disqualification rate climb fast. That’s your proof.

Upstream Dependency

If disqualification doesn’t increase after full rollout, you’re likely harvesting false positives. Investigate:

  • Role targeting – Wrong persona creates false positives because non-owners can articulate urgency without having the authority, pressure, or alignment responsibilities that make those signals meaningful in enterprise buying.

  • ICP fit – Wrong ICP creates a population of prospects whose verbal answers mimic good signals but whose organizations lack the structural forces (risk pressure, alignment complexity, budget rigor) that make the four questions predictive.

  • Upstream messaging – Misaligned messaging conditions prospects to give rehearsed, surface-level answers that mimic viability, masking the absence of real urgency, alignment, or budget pressure and suppressing disqualification signals.

How Does This Compare to Classic Frameworks in Early Deal Screening in Cyber?

How Does This Compare to Classic Frameworks in Early Deal Screening in Cyber?

How Does This Compare to Classic Frameworks in Early Deal Screening in Cyber?

How Does This Compare to Classic Frameworks in Early Deal Screening in Cyber?

This 4-question filter combines urgency, measurable outcomes, and internal alignment into questions that directly reflect how CISOs buy, rather than relying on surface-level budget or authority checks that often misrepresent true deal velocity in cyber.

Framework

Framework

Speed

Speed

Filter Accuracy

Filter Accuracy

Cyber Buyer Psychology Fit

Cyber Buyer Psychology Fit

BANT

BANT

10 minutes

Only 4 criteria, can be asked quickly.

10 mins

Medium

Budget and authority may exist, but urgency and internal alignment often missing, leading to false positives.

Medium

Low

Transactional, assumes buyers operate on linear authority and budget logic, not risk urgency.

Low

MEDDPICC

MEDDPICC

6–8 weeks

Requires mapping multiple roles, metrics, economic buyer, and paper process, often several meetings.

6–8 weeks

High

Comprehensive, but often overcomplicates early-stage filtering; some criteria irrelevant for cyber-specific urgency.

High

Medium

Flexible across industries, less tuned to cyber-specific drivers like compliance deadlines or risk appetite.

Medium

This 4-question filter

This 4-question filter

10 minutes

4 targeted questions uncover urgency, budget, authority, and timeline in a single conversation.

10 mins

Very High

Questions reveal real risk, regulatory pressure, and internal alignment, directly exposing deal viability.

Very High

Very High

Aligns with CISO and risk-focused decision-making, outcome-oriented, focuses on regulatory and reputational pressures.

Very High

Next Module

Once your early deal filter works well, you need to fill up the pipeline with quality leads.

COMING SOON Module #2: Lead Targeting: Identifying Roles With Conversion Potential

Failure Cascade

Fully address qualification before going to the next module, otherwise diagnostic noise overwhelms improvement efforts.

Quick Diagnostic

Sample five active deals: if four score below 4, pipeline quality remains the constraint. Stay at it. 

FAQ

What if my reps are scared to disqualify?

What if my reps are scared to disqualify?

What if my reps are scared to disqualify?

Does this work on inbound leads too?

Does this work on inbound leads too?

Does this work on inbound leads too?

Will this make us look too aggressive?

Will this make us look too aggressive?

Will this make us look too aggressive?