Sales Qualification Discovery Review

Use this skill to convert sales qualification, discovery, opportunity fit, decision-process, and mutual action plan questions into a concrete artifact with owners, gates, metrics, and recovery paths.

Workflow

1. Identify segment, ICP, source, buyer role, current trigger, business pain, current workaround, buying committee, timeline, budget, technical constraints, and next decision.
2. Read references/sales-qualification-discovery-patterns.md.
3. Classify the account as no-fit, nurture, discovery-needed, qualified opportunity, technical validation, procurement, stalled, or disqualified.
4. Define discovery questions, qualification evidence, red/yellow/green flags, mutual action plan, owner handoffs, CRM fields, and exit criteria.
5. Produce qualification plan, state machine, decision table, event schema, discovery checklist, and follow-up plan.

When not to use

• Do not use for generic advice the base model already handles without this skill's specific artifact contract.

Guardrails