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.
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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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