--- title: Qualify & commit customers before sending quotes description: "Mattias realized that iGoMoon has been losing some quotes due to a \"trigger-happiness\" lately. This means that sales quotes get sent to customers too quickly in the sales process." image: https://www.mattiasgronborg.com/hubfs/Mattias%20Gronborg%20Qualify%20%26%20commit%20customers%20before%20sending%20quotes.jpg --- [![](https://www.mattiasgronborg.com/hubfs/mattiasgronborg_logo-1.svg)](https://www.mattiasgronborg.com/) [![](https://www.mattiasgronborg.com/hubfs/mattiasgronborg_logo-1.svg)](https://www.mattiasgronborg.com/) [Home](https://www.mattiasgronborg.com) [Blog](https://www.mattiasgronborg.com/blog) [About](https://www.mattiasgronborg.com/about) [Contact](https://www.mattiasgronborg.com/contact) # Qualify & commit customers before sending quotes By [Svea Landschoof](https://www.mattiasgronborg.com/blog/author/svea) 2021.04.05 [Back to listing](https://www.mattiasgronborg.com/blog) Mattias realized that iGoMoon has been losing some quotes due to a "trigger-happiness" lately. This means that sales quotes get sent to customers too quickly in the sales process, before Account Managers have qualified needs, and committed the customer for a quote presentation. ## Quoting framework He blames himself for not been foreseen and communicating this to the Account Managers. Right now the sales team has been working on a new qualifying framework to solve this. By asking the customer questions about the goals, timing, and budget. Mattias thinks you should cover the following criteria to be able to send a quote. - **Understand the Goal(s):** - "What goals do you want to achieve? current status Vs. dream status? Any challenges?" - **Budget:** - "Dear customer can you help me understand, the challenges and goals you described, if we would be able to help you with these, would there be a budget available for this?” - \[Also, understand - "What is stakeholders' knowledge/experience to understand the scope? Do we need to educate them about it?"\] - **Schedule:** - When in time would you like to implement \[solution\]? - **Needs:** - Have they "expressed concrete needs?" - **Commitment:** - Book a next step \[quotation presentation\]. "Don't send the quote before the meeting". We have learned it's very hard to get the customer back into the discussion when a quote is misunderstood. **💡 EPISODE TAKE AWAY** Don't be too trigger happy when a customer is asking for a quote and don't forget to qualify and commit the customer first. [# Execution](https://www.mattiasgronborg.com/blog/tag/execution) #### ABOUT THE AUTHOR **Svea Landschoof** is a real doer. Svea sets high goals for herself and will work overtime to ensure she achieves them. She defines her own success and isn’t afraid of life’s surprises. If she were, she wouldn’t have made it to the Moon. She is the woman behind and in front of the camera. Svea is multi-talented and lets her skills shine while she both shoots and hosts the inspiring YouTube series with iGoMoon's founder Mattias Gronborg. ## More Like This [Read More](https://www.mattiasgronborg.com/blog/ceo-report-for-may-22-reactivating-previous-customers) 2022.06.26 [# Execution](https://www.mattiasgronborg.com/blog/tag/execution) #### [CEO report for May 22 - reactivating previous customers](https://www.mattiasgronborg.com/blog/ceo-report-for-may-22-reactivating-previous-customers) In today's episode, Mattias is sharing the CEO report for May 2022 which includes the good things from May, what needs to be improved and which opportunities they have. [Read More](https://www.mattiasgronborg.com/blog/ceo-report-for-may-22-reactivating-previous-customers) [Read More](https://www.mattiasgronborg.com/blog/implementing-different-strategies-to-increase-sales) 2022.06.11 [# Strategy](https://www.mattiasgronborg.com/blog/tag/strategy) #### [Implementing different strategies to increase sales](https://www.mattiasgronborg.com/blog/implementing-different-strategies-to-increase-sales) In today's episode, Mattias talks about how he's planning to get sales back on track. Mattias has been working on many different strategies to improve sales over the last couple of weeks. [Read More](https://www.mattiasgronborg.com/blog/implementing-different-strategies-to-increase-sales) [Read More](https://www.mattiasgronborg.com/blog/dealing-with-tough-times-and-looking-forward) 2022.06.09 [# Execution](https://www.mattiasgronborg.com/blog/tag/execution) #### [Dealing with tough times and looking forward](https://www.mattiasgronborg.com/blog/dealing-with-tough-times-and-looking-forward) In today's episode, Mattias talks about how he's coping with the current situation at his company and talks about things you can learn in tough times. [Read More](https://www.mattiasgronborg.com/blog/dealing-with-tough-times-and-looking-forward) [Read More](https://www.mattiasgronborg.com/blog/ceo-report-for-may-22-reactivating-previous-customers) 2022.06.26 [# Execution](https://www.mattiasgronborg.com/blog/tag/execution) #### [CEO report for May 22 - reactivating previous customers](https://www.mattiasgronborg.com/blog/ceo-report-for-may-22-reactivating-previous-customers) In today's episode, Mattias is sharing the CEO report for May 2022 which includes the good things from May, what needs to be improved and which opportunities they have. [Read More](https://www.mattiasgronborg.com/blog/ceo-report-for-may-22-reactivating-previous-customers) [Read More](https://www.mattiasgronborg.com/blog/implementing-different-strategies-to-increase-sales) 2022.06.11 [# Strategy](https://www.mattiasgronborg.com/blog/tag/strategy) #### [Implementing different strategies to increase sales](https://www.mattiasgronborg.com/blog/implementing-different-strategies-to-increase-sales) In today's episode, Mattias talks about how he's planning to get sales back on track. Mattias has been working on many different strategies to improve sales over the last couple of weeks. [Read More](https://www.mattiasgronborg.com/blog/implementing-different-strategies-to-increase-sales) [Read More](https://www.mattiasgronborg.com/blog/dealing-with-tough-times-and-looking-forward) 2022.06.09 [# Execution](https://www.mattiasgronborg.com/blog/tag/execution) #### [Dealing with tough times and looking forward](https://www.mattiasgronborg.com/blog/dealing-with-tough-times-and-looking-forward) In today's episode, Mattias talks about how he's coping with the current situation at his company and talks about things you can learn in tough times. [Read More](https://www.mattiasgronborg.com/blog/dealing-with-tough-times-and-looking-forward) [All blog posts](https://www.mattiasgronborg.com/blog) ## Don't be a stranger Now we are close to something new, the easiest way to contact me is here. 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