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The FACT Model: Architecting Collaborative Sales Qualification

October 24, 2023

Sales qualification is no longer a moment in time. Buyers are more self-directed and better informed than ever, and the old gatekeeper approach to qualification is not only ineffective, it is alienating.

Traditional tools like BANT (Budget, Authority, Need, Timeline) were built to benefit the seller, which often turns discovery into an interrogation. More nuanced models like SCOTSMAN are too complex to run in the middle of a live conversation. In an advisory or complex B2B environment, you need a model built on mutual fit. You need FACT.

FACT: a collaborative diagnostic

FACT is a non-confrontational model that makes qualification a shared responsibility. It moves the conversation from “do you have the money?” to “are we the right partners for your success?” — across four dimensions.

F — Fit: are we a mutual fit?

Does the buyer sit inside the profile where we create the most value? Is the engagement the right size for a high-quality outcome on both sides? Does the buyer see the value in the relationship, or are they shopping a commodity?

A — Authority: who decides, and are they engaged?

Who sponsors the work, who approves it, and are those people part of the conversation? A deal advancing without access to the people who can say yes is a deal stalling in slow motion.

C — Criteria: what does the buyer need, and how will success be judged?

What outcomes matter most, what must-haves do we have to meet, and how will the buyer measure whether the work succeeded? Clear criteria are what separate a real opportunity from a polite conversation.

T — Timeline: what is driving the timing?

Is there a compelling event behind the decision, and does our capacity match it? Are the buyer’s expectations realistic in the proposed window? And what does it cost them if nothing changes?

Qualification as a shared responsibility

In a well-built go-to-market architecture, qualification runs across the whole journey, not just one call. Marketing helps the buyer self-qualify on Fit and Timeline through relevant content. Sales deepens the dialogue to confirm Authority and Criteria as the opportunity matures.

When you replace interrogation with collaborative diagnosis, trust follows. FACT keeps your firm’s resources pointed at the opportunities where you can genuinely win and deliver impact. Stop qualifying people out, and start qualifying the right ones in for a partnership.

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