Asking 'ready to invest' is a poor lead qualification strategy. Focus instead on framing, commitment, and consequence questions to uncover true intent and capability, leading to better sales outcomes and less wasted time.
Why 'Ready To Invest' Is a Flawed Lead Qualification Metric
“Are you ready to invest?” If that’s your go-to lead qualification question, you’re leaving serious money on the table. It sounds good on the surface, like you’re cutting to the chase, but it's a weak metric. It invites vague, conditional answers that waste your time. You’re not trying to gauge general willingness; you’re trying to pinpoint specific intent and capability to solve a costly problem.
Money/finance/investing education, not financial advice. Instead of asking if they're
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