Account Status

Question 1

Qualifying

Answer 1

In the process of identifying the decision maker, timeline, budget, and/or determining fit

Question 2

Working

Answer 2

The decision maker has been identified and fit status has been confirmed. Proceed to pipeline and create an opportunity.

Question 3

Open

Answer 3

Accounts that are not currently active paying customers. These are unresponsive or untouched accounts.
Perhaps you have been in contact with the wrong person or have no real insight if they are a fit.

Question 4

Active

Answer 4

An existing, paying customer with no active opportunities in the pipeline.

Question 5

Active/Working

Answer 5

An existing, paying customer with active opportunities in the pipeline for other products/services.

Question 6

Nurture

Answer 6

A previously interested prospect who has become unreachable or has indicated a possible purchase at a later date, no sooner than 6-months out. It is assumed these accounts could eventually re-enter the opportunity pipeline. A quarterly follow-up is expected.

Question 7

Fallout/lost sale

Answer 7

A lost, unrecoverable sale or a previously active customer.

Question 8

Bogus

Answer 8

A lead that does not meet our qualification criteria, has indicated zero interest, etc.