ZEPHIR

Qualification and introduction

We verify every response before passing it on to you: account relevance, the contact's role, genuine interest and timeline. Your teams receive only worthwhile conversations.

What qualification and introduction are.

A positive response is not a useful meeting. Between the two, we need to verify that the company is a good fit, that the contact has a role in the decision and that the interest is genuine.

Our teams speak with every decision-maker who responds, ask the qualification questions agreed with you and organise the meeting with your teams.

Each meeting comes with a context brief covering the account, the contact, their requirement and their timeline.

At a glance
Criteria

Defined with you during scoping

Control

Each response checked before being sent

Context sheet

Attached to each meeting

Timeframe

Responses handled within 24 business hours

Monitoring

Meetings held and follow-up actions taken

The situations this solution is designed for.

Too many unhelpful responses

Your teams waste time with unqualified contacts.

Difficult handover

Contacts arrive without context, and your salespeople have to start from scratch.

Meetings not held

Too many meetings are cancelled or postponed.

Lean team

You want your sales representatives to attend only worthwhile meetings.

A prepared meeting, not just a contact.

Your salespeople arrive at the meeting knowing who they are meeting, why, and what the other person expects. The first discussion starts at the right level.

Speak to a partner

Is this solution right for your situation?

Often suitable if

  • Your teams have little time to screen contacts.
  • You want clear qualification criteria.
  • Your meetings lack context.
  • You measure your results by meetings held.

Less suitable if

  • You prefer to receive all the unfiltered responses.
  • You have no criteria for defining a good meeting.
  • Your sale is completed without a sales conversation.
  • You cannot attend the meetings arranged.

Ready to explore your options?

Initial conversation with no obligation. Describe your accounts and we will propose an approach.

Let's discuss your growth

What we assess before engaging an account.

1

Account

Does the company match your target?

2

Contact

What role do you play in the decision?

3

Requirement

A genuine project or problem.

4

Calendar

Decision deadline.

5

Availability

Time slot confirmed with your teams.

The most common engagement formats.

Integrated qualificationIncluded in our outreach programmes.
Qualification of your contactsProcessing leads generated through your website or at trade shows.
Qualification and follow-upQualification, meetings and follow-up on outcomes.
Custom criteriaFramework defined for a specific market.

Typical situations.

Business services · Western Europe

A consultancy receives enquiries of widely varying sizes.

SituationThe client

Its teams were spending time on projects that were too small.

Our workWhat we do

We qualify each response according to project size and budget before passing it on.

Expected resultFor the client

Meetings focused on the largest projects.

Industrial equipment · Europe

A manufacturer wants meetings with the right decision-makers.

SituationThe client

Its meetings were often held with contacts who lacked decision-making authority.

Our workWhat we do

We verify each contact's role and, where necessary, secure an introduction to the decision-maker.

Expected resultFor the client

Meetings with the people leading the projects.

Qualification and introduction, frequently asked questions.

Who defines the qualification criteria?

We define them together when scoping the engagement, then adjust them based on your feedback.

What happens if a meeting does not meet your requirements?

You let us know and we adjust the criteria. The weekly review also serves this purpose.

Can you qualify our own contacts?

Yes, for example enquiries received through your website or contacts from trade shows.

Under whose name do you act?

On behalf of Zephir, which introduces your company. We agree each outreach approach with you before launch.

Let's discuss your growth.

We are a commercial growth firm serving industrial companies and their ecosystems. Our role is to understand your offering, define the accounts to target and arrange discussions with their decision-makers.

An initial 30-minute discussionNo commitment. We will respond within 48 working hours.

Firm overview · PDFTo share with your management team.Download

Confidential discussion. Response within 48 business hours.