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How does Sortlist qualify opportunities for you?

Kevin Boyer avatar
Written by Kevin Boyer
Updated over a week ago

With the Opportunity Module, you only pay for the opportunities that you apply for. You can always reject the others for free.

You can also help us to qualify the opportunities we send you.

We use two leverages to reach that goal:

  • Our internal qualification, by our teams and algorithms.

  • Your qualification criteria, which we cover in another article, to know which qualified opportunities are matching your expectations.

This article presents the qualification points we use to qualify opportunities. To learn more about your qualification criteria, read this article.

Let's dive in.

Automatic qualification

When a company creates a project on Sortlist, our Smart Brief technology starts by automatically enriching its data with multiple information:

  • Email,

  • Phone number,

  • Job position of the contact person from the company,

  • Website,

  • LinkedIn page,

  • Company description,

  • Number of employees,

  • Social media links,

  • Office address.

All this data is automatically added to the opportunity you will receive on your Sortlist dashboard. You will then have the choice to invest on it in order to apply, or just decline it for free.

Smart Brief

Filling out the Smart Briefing will require companies to include:

  • The project’s scope,

  • The client’s budget,

  • The deadline,

  • The company’s goal and why it’s looking for a provider,

  • The type of provider the company would like to work with,

  • Etc.

By asking for this information, our goal is to make sure the company knows what it needs and its provider preferences. The opportunity is then completed and sent to your Sortlist dashboard.

Meeting Slots

Furthermore, companies can also set availability dates to discuss and meet with you. By doing this, our goal is to help you meet a prospect more easily.

Their preferences are then added to the opportunity description.

You’ll never lose time anymore trying to find a timing that both fits you and your prospect. We let you know when is the best moment to contact them:

Not only do you know when is the best time, you can also directly book a meeting in the click of a button:

Better qualification, higher pricing, better opportunity

Finally, you might be wondering what these qualification efforts are changing for you? What’s the actual impact?

There are two.

First, the more we qualify an opportunity, the higher its price will be. Since we’ve invested time on qualifying the opportunity, the price of the opportunity goes up.

Of course, our qualification efforts are not the only criteria we apply to define an opportunity’s price, but it does have a role to play. Therefore, if you receive an opportunity that is more expensive than the others, you know we carried a deeper qualification.

Second, the more qualified an opportunity is, the easier it will be for you to get in touch with the company behind it. It will take you less energy and less time to set up a meeting, and potentially land a new client.

All in all? An opportunity that requires a larger initial investment has a higher chance of becoming your next client because we’ve qualified it for you.

Let's not forget about your qualification criteria

In this article, we covered how we qualify an opportunity. However, once we've qualified it, we do check if it matches with your qualification criteria before sending it to you.

Read this article to learn more about your qualification criteria and how to define them.

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