Outbound Fit Check

Step 1 of 3 · How you sell

How do customers buy from you?

Do they speak to someone on your team, or do they get to start immediately.

They talk to someone on our team first They sign up or start a free trial, with no person involved Both, depending on deal size

Can you name the decision maker to reach out to?

The roles whose yes you need before a deal closes.

Yes, one or two titles Several people, but I know which roles No, it is different every deal

How many customers have you sold to?

All-time paying customers.

None yet 1 to 10 10 to 50 50 or more

Did your last three customers buy for the same reason?

The problem each of them was trying to solve when they bought.

Same reason, and I can point to CRM notes or call recordings Same reason, based on my own read of it Different reasons Not enough customers to say

Answer all four to continue.

Step 2 of 3 · The numbers

How much do you collect from one new customer in their first twelve months?

In USD. How to read it for your billing model:

If you had 10 meetings tomorrow with your ideal customer, how many of them do you think would become customers?

Give a number from 0 to 10.

How long from first conversation to signed agreement?

Based on a typical deal.

Under a month One to three months Three to six months Over six months

Fill all three. Enter 0 if that is the real answer.

Step 3 of 3 · Capacity and history

If more conversations started landing on your team's calendar tomorrow, could you take them on?

Both halves: can you take on more calls, and can you actually deliver for them if they became clients.

Yes to both The meetings yes, delivery would strain No, we are at capacity

Have you run cold outreach before?

In-house or through an agency, either counts.

Never Briefly (in-house) Briefly (with an agency) At real volume, in-house or with an agency

Answer both to continue.