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Why Pre-qualify Leads?

Running a Management Consultancy focusing on client’s Sales growth, I am often asked to go and visit a company or person to determine how I might be able to help improve their people and processes. Helping people is part of my DNA and one of the key reasons I love what I do. It is also human nature to help those who ask for it.

However, there have been several occasions in the past when these visits have been wasted. If the right questions are asked before I set off, I can determine which of the services they might need and, more importantly, are they in the right place to accept my growth advice and then implement it. Many business owners say that they want to grow but have not solved elements of their production where there may be a bottleneck. Little point in asking me to deliver significant National Account Business if they cannot manage what they already have.

The other most common issue surrounds the Human Resources. Are there sufficient numbers of staff in the key areas to manage a significant increase in Sales processes from incoming calls or online orders to processing, packing and delivery.

I now run through a pre-qualification questionnaire with these prospects before setting off to get them thinking about some of these hurdles before I pay them a visit. It saves us both time in the long run.

Is your Sales team pre-qualifying their leads before they spend time on a face to face visit with a client?

  • Great opportunities

    Helping you grow

    For over 16 years, JMR Sales & Consultancy has been offering help to businesses which are struggling to grow in line with expectations. We offer a discreet resource to support business owners in reaching their aspirations by understanding your markets, your products, your people and your culture.

    JMR Sales has a long list of satisfied customers across industries as diverse as High Street Retailing, Automotive, Catering, Recruitment and Hotels.

    Read more

  • Decades of experience

    JMR Sales & Consultancy use their expertise in Sales Consultancy and Strategic Development to support Managing Directors, Sales Directors and Business Managers or Owners to solve a wide range of challenges their company can face.

    Offering short to mid term contracts, JMR Sales & Consultancy can offer a fresh pair of eyes to a failing sales plan; coach an under-achieving sales team and offer support as a Business Coach.

  • Speaking Profile

    “People are always interested in ways to generate Sales and as someone who has spent all their career in this area, there are a number of Universal principles I have learned and am happy to share with a wider audience."

    Some of the topics I am used to presenting include:

    • 6 Reasons why most Sales Teams Underperform
    • The ABC of Sales – Leveraging your Brand Equity
    • Customer Service – How it can become a sustainable point of difference, whatever your business.

  • Read about us

    Client Testimonials

    • “Jonathan has been a great help to me recently. He has been out on several field visits, given constructive criticism but more importantly given me useful tips, tatics and tools and how to implement them to add value to my customers and developing business opportunities with them. Since working with JMR I have also recommended Jonathan to a friend's business with a £25million turnover. Jonathan is now working with the Sales force there now!”

      Darren Whiteside - Contracts Manager North

    • Jonathan quickly gets under the skin of an organisation, the offerings, the people and the clients. He combined his wealth of sales and people experience, coaching, mentoring and training with a huge amount of flexibility to bring out the best of everyone. Jonathan gave me confidence in my sales abilities, refining my approach over a period of time. Our business growth in the last six months is due to Jonathan's substantial input. He is warm, genuine and funny and an absolute pleasure to work with.

      Jude Jennison - Author & Conference and Motivational Speaker

    • I had a mentoring session with Jonathan that set the scene for a major, much-needed change for me in my working and business activities. He was honest, upfront and said those things that I didn't want to hear. He then checked in on me a month later, keeping me to account. I now have more time, the right focus and love what I do even more with results that reflect all of that. Thank you Jonathan.

      Kerrie Dorman - Founder of the ABM and Head Mentor at Sinclair Dorman

Get in touch


0121 355 6611


07785 928518


[email protected]

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