Family Resource Group Inc.
Sales Playbook · Internal
9-Day AE Training · Day 4 of 9

Ideal Prospects, Bad Prospects & Qualifying

About three focused hours. Read the lesson, do the drills out loud, print the worksheet, complete it, and turn it in to your manager. When you're done for the day, click Mark this day complete at the bottom.

Day 4 training video

Watch the Day 4 video in our Rippling LMS before you work through the lesson below. You'll be prompted to sign in with your Rippling account. The video opens in a new tab.

▶ Watch Day 4 video in Rippling

Editors: click the button above while in edit mode to change the video link.

Goal: know exactly who to chase, who to avoid, and how to qualify so you never waste time on deals that won’t close.

Hour 1 — Who Is a GOOD Prospect

Great AEs are picky. The fastest way to fail is to chase everyone. A strong MediaFlex prospect usually looks like this:

Hour 2 — Who Is a BAD Prospect

Disqualifying fast is a skill, not a failure. Walk away (politely) when you see:

Dohrn Deep-Dive: the Top-20 Hot List

Dohrn has reps build and work a focused “Top-20 Hot List” of the best-fit prospects rather than spraying everyone. Quality of list beats quantity of dials. Your first Hot List is today’s worksheet — and you’ll work it for the next 90 days.

Hour 3 — How to Qualify

Qualifying means answering, early, “is this worth both of our time?” Use a simple framework on every prospect — N.A.B.T. plus fit:

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You qualify with questions, not assumptions. Two or three good questions early save you hours chasing a dead deal.

Finish the day

Print the worksheet, fill it out (by hand or in your PDF viewer), and turn it in to your manager. Then mark this day complete below.

🖨 Print worksheet
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