◆   Field Dispatch #007 — Free Sample   ◆   Section 01 of 04   ◆
Dispatch #007  —  Professor Pipeline

Lead Quality Autopsy —
Section 01 of 04

The full dispatch contains 38 questions across four sections. What follows is Section 1 in its entirety — 10 questions, each with its mechanism, what it reveals, and the red flags that mean a lead was never going to convert.

Read it. If you recognise the problems, the remaining 28 questions are in the full dispatch.

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Lead Quality Autopsy

Run before you make the first call. Not after. Before. Not when you're warming up your headset — before you've picked it up. Ten questions. Each one is a scalpel on the lead record.

Q01 / Lead Quality Autopsy
What specific action did this lead take that indicates they have a problem we can solve — and when did they take it?
Why it works

SDRs inherit lead records with activity data, not intent data. A page view is not intent. A whitepaper download is not intent. A form fill on a generic piece of content is the digital equivalent of someone picking up a brochure in a waiting room. The question forces a distinction between presence and signal.

What the answer reveals

If the SDR cannot name a specific, timestamped action tied to a real problem signal, the lead has not indicated anything. They have visited a page. Visiting a page is not intent. It is presence. Presence does not pay quota.

Red flags
  • "They downloaded our ebook"
  • "They visited the pricing page" (once, 23 days ago)
  • "They came through the newsletter"
  • No specific action — lead came from a list purchase or event scan
Q02 / Lead Quality Autopsy
Does this lead match the ICP on company size, industry, and role — all three, not just one?
Why it works

Lead scoring systems award points for each ICP criterion independently. A marketing director at a 20-person startup in the wrong industry might score well on role. A 500-person company in the right industry with the wrong contact scores well on firmographics. Neither is a qualified lead. The question requires all three to be true simultaneously.

What the answer reveals

A lead that matches on two of three ICP criteria is not a qualified lead. It is a partial match. Partial matches produce partial conversations that produce no pipeline. The SDR who calls a partial match is optimising for activity, not outcome.

Red flags
  • Right industry, wrong size — company is too early or too late for the product
  • Right role, wrong company — director at a company that cannot afford the product
  • Right size, wrong role — no connection to the buying decision
  • ICP criteria not defined or disputed internally
Q03 / Lead Quality Autopsy
What is the evidence that this company is currently experiencing the problem our product solves?
Why it works

Intent data says the company is researching a topic. That is not the same as experiencing a problem. A company can research your category for competitive intelligence, academic curiosity, or because an analyst report mentioned it. The question demands evidence of the problem itself, not evidence of research interest.

What the answer reveals

If the SDR cannot point to evidence — a job posting that signals the pain, a press release that describes the trigger, a technology signal that shows the gap, a recent event that creates urgency — the problem is assumed, not confirmed. Assumed problems produce conversations. Confirmed problems produce pipeline.

Red flags
  • "They're in our target market so they probably have this problem"
  • No trigger event, no job posting, no technology signal
  • Intent data is the only signal — and it's a topic match, not a problem match
  • "All companies this size have this problem" (theoretical, not evidenced)
Q04 / Lead Quality Autopsy
Is the person who took the action the decision-maker, or are they an influencer, user, or researcher?
Why it works

Marketing automation passes leads based on the person who triggered the lead score — not based on their proximity to a buying decision. An end user who downloaded a whitepaper because their manager asked them to is not a buying signal. It is a delegation signal. The question forces role clarity before the first outreach attempt.

What the answer reveals

An end user downloading a whitepaper is not a buying signal. It is a learning signal. The SDR who calls the end user expecting a discovery call about budget and timeline is about to spend 20 minutes explaining what the product does to someone who cannot buy it. That call produces no pipeline. It produces activity metrics.

Red flags
  • Individual contributor title with no budget authority
  • "Analyst" or "Specialist" role — likely a researcher, not a buyer
  • No clear path from this contact to the economic buyer
  • Contact is in a different department from the buying centre
Q05 / Lead Quality Autopsy
Has this lead engaged with us more than once — or is this a single signal that could be noise?
Why it works

Lead scoring systems are engineered to produce leads. A single high-value action — a pricing page visit, a demo request page hover — can push a contact over the MQL threshold. A single action is statistically indistinguishable from accidental discovery. Repeated engagement across multiple touchpoints is a pattern. A pattern is evidence.

What the answer reveals

Two or more engagements, across different content or touchpoints, suggest deliberate interest. One event suggests nothing except that the person is on the internet. The SDR who treats single-signal leads the same as multi-touch leads is not prioritising. They are hoping.

Red flags
  • Single engagement more than 14 days ago
  • Lead score driven by one high-value action, no follow-on activity
  • First and only touchpoint was a paid ad click
  • No return visit after the initial action
Q06 / Lead Quality Autopsy
What is the lead's company's technology stack — and are there signals of active evaluation in our category?
Why it works

Technology stack data tells you whether the company already has a solution in your category, whether they're likely mid-contract, and whether their infrastructure is compatible with your product. Evaluation signals — job postings for roles that suggest a review is underway, recent removal of a competitor's tool — tell you whether the timing is right. Both are available before the first call.

What the answer reveals

A company that recently installed a competitor's product is not in active evaluation. A company whose existing contract in your category expires in 90 days may be. Technology stack and renewal signals are the difference between good timing and wishful thinking. The SDR who does not check is leaving timing to chance.

Red flags
  • Competitor's product installed within the last six months
  • No signal of active evaluation — no relevant job postings, no technology churn
  • Technology stack incompatible with the product without significant work
  • Stack data unavailable — SDR has not checked
Q07 / Lead Quality Autopsy
Has this company been in our funnel before — and if so, what happened?
Why it works

CRMs accumulate history. A company that appeared in the funnel 18 months ago, went through a full discovery process, and was disqualified because the budget ceiling was too low has not become a better lead because a new employee downloaded a report. The disqualification reason is still the disqualification reason. The question forces CRM archaeology before the first dial.

What the answer reveals

A company that was disqualified for a structural reason has not changed because of a new MQL. A company that was previously disqualified because the champion left and now has a new champion in the right role is a different situation. The history is the context. The SDR who calls without the context is starting from zero on a lead that has already told you something.

Red flags
  • Company previously disqualified for budget — company size has not changed
  • Previous champion still in post — they already said no
  • Previously lost to a competitor that is still in place
  • No CRM history check performed before outreach was started
Q08 / Lead Quality Autopsy
What is the lead's seniority relative to the buying decision — and can they initiate a conversation with the economic buyer?
Why it works

Even a qualified contact at a qualified company is not a pipeline-producing lead if they lack the internal reach to initiate a buying conversation. A mid-level manager who is interested in the product but reports to the economic buyer — and has no mandate to propose new vendor relationships — cannot start the process. The question separates interested contacts from actionable ones.

What the answer reveals

An SDR's time is finite. A conversation with someone who cannot influence the buying decision, cannot access the economic buyer, and cannot sponsor an internal evaluation is not a qualified conversation. It is a relationship that costs time and produces no pipeline. The SDR who cannot answer this question before the call has not done the pre-call work.

Red flags
  • Contact is two or more levels below the economic buyer with no cross-functional reach
  • No clear mandate for the contact to initiate a vendor evaluation
  • Company has a centralised procurement process — this contact cannot bypass it
  • "They seem enthusiastic" — enthusiasm without authority produces conversations, not pipeline
Q09 / Lead Quality Autopsy
What would a bad-fit version of this lead look like — and how does this lead compare to that description?
Why it works

Qualification frameworks describe the ideal. Disqualification frameworks describe the exit criteria. The question forces the SDR to articulate — before the call — what characteristics would make this lead a guaranteed waste of time, and then to hold the actual lead against that description. Most SDRs have never been asked to do this. Most SDR teams have never written it down.

What the answer reveals

Every SDR team knows what a bad-fit lead looks like in retrospect. The lost deals, the no-shows, the prospects who went dark after two calls — they share characteristics. If you cannot describe the disqualification profile, you cannot apply it. Write it down. Run this lead against it. If it matches on more than two characteristics, disqualify it before the call.

Red flags
  • No written bad-fit profile exists for the SDR team
  • Lead shares two or more characteristics with the last five disqualified leads
  • "It's different this time" without evidence of what is different
  • The SDR cannot describe what disqualification would look like for this lead
Q10 / Lead Quality Autopsy
If this lead does not respond to the first three outreach attempts, what does that tell us — and what is the protocol?
Why it works

Non-response is data. An SDR team that has no defined response to non-response will continue calling indefinitely, consuming capacity on leads that have already answered the qualification question — silently. The question forces the protocol into the pre-call planning, not the post-failure rationalisation. Define the exit before you start.

What the answer reveals

A lead that does not respond to three thoughtful, personalised outreach attempts is telling you something. The message did not land, the timing is wrong, the contact is not the right person, or the lead was never going to convert. The protocol should be defined in advance: recycle, disqualify, or escalate to a different contact. An SDR who continues without a defined protocol is not working a lead. They are hoping.

Red flags
  • No defined non-response protocol — each SDR decides individually
  • SDR has already sent six attempts with no response before asking this question
  • "I'll try a different channel" — without a defined trigger point for channel switching
  • Non-response is not recorded as a disqualification signal in the CRM
End of free sample — Section 01 of 04

The remaining 28 questions are in the full dispatch.

Three more sections. Intent Signal Verification. A Qualification Gate Protocol. An Opportunity Creation Standard. A scoring rubric. Four printable worksheets.

02 Intent Signal Verification
03 Qualification Gate Protocol
04 Opportunity Creation Standard
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