Dan Gridin
  • 38 Principles of Enterprise Sales
  • The Framework
Work With Me

Three “Red-Flag” Disqualifiers On the Early Pipeline Stages

Today a deeply-respected colleague shared his #1 disqualification criteria for a potential consulting client:

"The biggest pain in the butt is a CEO who has no history of failures but yet somehow launched a successful business and now believes that he has a Midas touch that turns any project into pure gold with a black caviar topping (which, of course, leads to depreciation of every external idea that comes his way)."

A bit harsh? Maybe, but, to my taste, extremely accurate.

Some more "red flags" from my playbook:

  • The client opens the meeting with a long and ugly monologue about how bad is the vendor that he is determined to switch. Reason for skepticism: even if you win the contract, chances are that in a couple of months, your team will be next in the "idiots galore".
  • The potential champion is in the "yes-yes-yes, we need this" mode and doesn't challenge your offer during the first meeting. Reason for skepticism: he or she will not fight for your project and will chicken out at the first uncomfortable question from their colleagues. (this tip is courtesy of Jen Allen
  • The client doesn't deliver on the small commitments (I'll get back to you at XXX; I'll send you YYY by the Zzz date etc.). Reason for skepticism: such attitude shows either a low level of interest in this particular project or an overall inability to follow through.

Back to the content hub👈

The Framework

38 Principles of Enterprise Sales

Public Offer Agreement

(c) Dan Gridin, 2008-2025

LinkedInYouTubeTelegramX