Qualifyr
Sample

Qualification
Blueprint

Northstar Growth runs paid acquisition and demand programmes for B2B SaaS companies. Nine people, retainer-based, calendar open to anyone on the site.

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QualifyrSample · September 2026

Contents

Today, anyone can book a 45-minute strategy call from Northstar’s site, and qualification happens on that call. This Blueprint moves the decision earlier: who is in, who is out, how the leads that pass are ranked, what is asked before anything is booked, and what happens next in each case.

Northstar Growth

What they sell
Paid acquisition and conversion optimization, with tracking, attribution, reporting and lifecycle programs sold inside the engagement
Who they sell to
Seed to Series C B2B SaaS companies with a live product and a named ICP
Who runs the call
Priya Raman, founder — every first conversation
Home market
United States and Canada
Typical first-year value
$72,000
Minimum engagement
$9,000 / month in fees, six months
Call capacity
Five serious conversations per week
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01 · Qualification Criteria

Qualification Criteria

The following are the conditions a lead has to meet to enter the sales process. All of them must be met. If even one is missing, the lead is disqualified. They are listed in the order they are evaluated, and the first one to fail is the one the lead is answered with.

Category

Northstar does not run acquisition in adult entertainment or gambling, whatever the fit, spend or urgency. Policy rather than a judgement on the business, and it would not change with a larger budget or a longer timeline. There is no question for it, because nobody volunteers the answer and asking it insults everyone it does not apply to. The evidence is what the company says it does, and the address it does it from.

Business Type

The company has to be the one buying acquisition, not the one selling it. Outside the bar: marketing, advertising, design, development and consulting agencies, and contractors sourcing on a client’s behalf. Held apart from the business-model criterion below because the two are not the same company and each has earned its own answer. In practice it is the most common failure of any criterion here, because the first website an agency owner reaches for is their own.

Services Requested

What the company wants has to be work Northstar sells: paid acquisition or conversion optimization at the core, with conversion tracking and attribution, performance reporting, and lifecycle demand programs alongside. Outside the bar: SEO, content programmes, website builds, brand work, PR, outbound sales, and one-off projects or audits. Wanting paid acquisition and also mentioning SEO is not a failure; coming for SEO is. The test is what they mainly want, and their own words have to say so plainly.

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01 · Qualification Criteria

Business Model

A B2B SaaS company selling subscription software to other businesses. Outside the bar: physical goods and e-commerce, consumer apps, marketplaces, hardware, and local or service businesses.

This is the one criterion that is looked up rather than asked. The company names its website, the page is read and the web searched alongside it, and the answer is one of four: B2B SaaS, an agency, something else, or unknown. Unknown is a first-class answer and costs one extra question, because a great many seed-stage companies are too new or too quiet to be found — and a wrong no turns a real customer away in writing. Size, stage, funding and headcount are explicitly not part of this test; they are scoring matters, not bar matters.

Where the lookup cannot decide, the company is asked outright, and the record keeps which of the two happened. A fact read off a homepage and a fact a prospect asserted about themselves are not worth the same.

Marketing Spend

At least $5,000 a month of total marketing investment — ad spend, tools, agencies and contractors together. Outside the bar: anything below that.

The floor sits on total spend rather than on fees, which is the number the engagement is actually priced from. Under $5,000 in total cannot carry a $9,000 monthly fee, whatever the fee answer would have been, so the question that gates is the one a company can answer early and honestly. The fee floor itself stays on Northstar’s side of the conversation: a price quoted to somebody being turned away is a number they can only argue with. The decline says the range is wrong, and stops.

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02 · Opportunity Strength

Opportunity Strength

The factors below determine how strong a qualified lead is as a sales opportunity. They apply only to qualified leads (those that passed the qualification criteria).

Service Fit

Additive · 25%

Whether what the company wants is the engagement or a piece of it. Presence of a core service decides this and breadth does not: asking for paid acquisition alone scores the same as asking for all five, because for a performance agency the core service is the engagement. Conversion tracking and attribution on its own is real work but not the reason anybody hires Northstar, so it scores partial. Reporting or lifecycle work with no core service attached scores low.

Operational Readiness

Additive · 20%

What Northstar would be walking into. Scored by adding up what is already in place, and the five items are not worth equal points, because they are not equal. A missing landing page or missing creative is work Northstar sells; a missing pixel or no campaign history is risk it cannot bill for — a slow, blind start while the account learns what it is doing. Nothing here disqualifies: a funded company with real spend and nothing in place is a low score and a real lead.

Marketing Spend

Additive · 20%

Total monthly investment across ads, tools, agencies and contractors — evidence that an engagement this size already sits inside normal spending rather than being a new line item somebody has to win approval for. Deliberately not a question about fees. A large media budget with a small fee budget has repeatedly produced Northstar’s worst-margin accounts, and that comparison is only possible if the total is known. The bottom bin of this factor is the disqualifier in Section 01; every bin above it scores.

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02 · Opportunity Strength

Timeline

Additive · 20%

Urgency and willingness to start, not politeness about it. The spacing is deliberately steep: a 90-day timeline converts at a fraction of a 30-day one, so the low bin sits well below half the high bin rather than proportionally beneath it. A company still exploring scores zero rather than failing a rule — it stays in the model and lands Weak on the arithmetic, which is the more honest version of the same outcome.

Authority

Additive · 15%

How fast a real decision can be reached — asked as who would join the call rather than who signs, because the softer question is the one people answer honestly. Weighted below the rest because a colleague inside a company with spend, urgency and the right shape still closes more often than a decision-maker with none of those. Somebody not in the room yet has to be brought in, which is a recommender in all but name, and an undefined answer scores zero rather than failing.

Source

Multiplier · ×0.8 – ×1.25

How much to trust everything above. A referral arrives with the spend and timeline already sanity-checked by someone who has paid Northstar; a cold paid click arrives with self-reported answers and nothing behind them. It multiplies the subtotal rather than adding to it, because it is a statement about the quality of the evidence and not another piece of evidence. A lead whose attribution is unknown is treated as organic, neither credited nor penalised for something nobody recorded.

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03 · Scoring Model

Scoring Model

Each factor is scored and weighted, and the formula resolves them into one number that sets the priority for each qualified lead.

Score = ( Σ weight × factor ÷ Σ weight present ) × source

The Formula

Each of the five additive factors scores 0–100 against its bins and is multiplied by its weight. The weighted scores are summed, then divided by the weight actually present rather than by 1.0 — a factor nobody answered is unknown, not nil, and must not quietly drag a lead toward zero. With all five known, that division is by 1.0. The source multiplier is then applied to the subtotal, and the total rounded.

Operational readiness is scored by addition rather than by bin: tracking and analytics 30 · past or current paid campaigns 25 · a converting landing page 20 · a target CPA or ROAS 15 · creative ready to use 10 — exactly a hundred points, so all five is full marks without a cap.

FactorWeightLowMidHigh
Service fit25%Reporting or lifecycle only → 30Tracking only → 60Any core service → 100
Operational readiness20%Nothing in place → 0Tracking only → 30All five → 100
Marketing spend20%$5–10k → 50$10–25k → 80$25k+ → 100
Timeline20%60–90 days → 4530–60 days → 70Within 30 days → 100
Authority15%Loop in someone else → 50Me and colleagues → 80Just me → 100
SourceCold / paid → ×0.8Organic → ×1.0Referral → ×1.25
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03 · Scoring Model

The Range

Lowest possible14 Lifecycle work only, nothing in place, $5–10k a month, still exploring, nobody named — arriving cold.
Highest possible125 Top of every bin with the referral multiplier applied. Scores are not capped.

Tier Thresholds

TierThresholdMeaning
StrongAbove 78Highest claim on selling time
Moderate58 to 78Worth a conversation, standard priority
WeakBelow 58Qualified, but does not earn a strategy slot
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03 · Scoring Model

Worked Example — Lumen Analytics

B2B SaaS analytics platform, Series A. Wants paid acquisition and conversion optimization. Spends $18,000 a month on marketing today, with conversion tracking live and nothing else in place, and wants to be running inside three months. The VP of Marketing submitted the form and would bring a colleague to the call. Referred by a current Northstar client.

FactorValueRawWeightContribution
Service fitPaid + conversion1000.2525.0
Operational readinessTracking only300.206.0
Marketing spend$18,000 / month800.2016.0
TimelineInside three months450.209.0
AuthorityMe and a colleague800.1512.0
Subtotal68.0
Source multiplier, referral ×1.2585
Strong. A subtotal of 68 is Moderate on its own. The referral multiplier is what moves this lead into Strong and onto the week’s first open slot, which is the intended behaviour, because a referred lead with a thin setup has been vouched for by someone who has already paid Northstar. Note what held the subtotal down: full marks on what they want and on who is asking, and 15 points out of a possible 40 on the two factors that describe the work rather than the intent.
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04 · Decision Paths

Decision Paths

These are the decisions available on a lead once it has been qualified and scored. The choice depends on whether it qualified, what priority it carries, and how much sales capacity is available at the time.

Disqualified Leads

Decline

Use when
A hard condition failed and no other agency relationship is implied, such as wrong industry, an excluded category, pre-product, or not hiring.
Do
Reply within one business day with the specific reason. No calendar link, no soft alternative, and no invitation to return with a bigger budget unless one is genuinely likely.

Refer

Use when
The company is credible but wants something Northstar does not sell, or sits below the spend floor with everything else in place.
Do
Name one specific partner and make the introduction. Do not promise a fee arrangement in the message. Log the referral so the relationship is visible when the company grows into the floor.
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04 · Decision Paths

Qualified Leads

Met every condition. The tier sets the default claim on time, and the action is chosen from below.

Share Calendar Availability

Use when
Strong, and slots remain open this week.
Do
Reveal the calendar immediately with this week’s times. Priya prepares from the intake summary before the call, not during it.

Coordinate a Meeting

Use when
Strong with no open slot this week, or more than one stakeholder needs to attend.
Do
Propose two windows by email rather than exposing the calendar, and name who should be in the room.

Request Additional Information

Use when
Two or more scoring factors are missing, or marketing spend is unknown while everything else scores high.
Do
Ask only for what would change the routing, usually the monthly spend and who would join the call. One follow-up, then route on what is known.
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04 · Decision Paths

Send Information

Use when
Moderate, and the company is comparing Northstar against an in-house hire or another agency.
Do
Send one relevant case and the engagement structure. No calendar in the same message, and let the reply decide the next step.

Introduce Another Stakeholder

Use when
The engagement will hinge on tracking, attribution, or a technical constraint the founder cannot answer for.
Do
Bring Northstar’s analytics lead into the thread before the call, and ask the company to add whoever owns their CRM.

Monitor for a Trigger

Use when
Weak, or a qualified company that is still exploring rather than starting.
Do
No call. Watch for a funding round, a marketing leadership hire, a pricing page change, or a competitor launch, and re-enter the flow when one occurs.

Hold

Use when
The week’s capacity is full and the lead is Moderate or below. This is a capacity decision, not a fit decision.
Do
Record the hold with a date. Revisit at the start of the following week before any new lead is booked into a Strong slot.
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05 · Discovery Flow

Discovery Flow

This is the context collected on each lead for qualification and scoring, and where each part of it comes from. Six are asked of everyone, one only when the website could not be read, and the last comes after the decision rather than before it.

01

Services

What can we help you with?

Paid acquisition · Conversion optimization · Conversion tracking & attribution · Performance reporting · Lifecycle demand programs · Something else. Up to three.

Something Northstar does not sell → decline.

02

Website

What’s your company website?

Required. The page is read and the web searched alongside it: the company’s name, what it sells, who buys it, and what kind of company it is.

An agency, a business model outside B2B SaaS, or an excluded category → decline.

03

Business Model

Does your company primarily sell subscription software to other businesses?

Yes · No. Asked only when the website could not settle it, and recorded as self-declared.

No → decline.

04

Readiness

Which do you currently have in place?

Tracking & analytics · A landing page that’s converting · Past or current paid campaigns · Target CPA or ROAS · Creative ready to use · None of the above

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05 · Discovery Flow
05

Marketing Spend

How much do you currently invest in marketing each month, including ad spend, tools, agencies and contractors?

Under $5,000 · $5,000 to $10,000 · $10,000 to $25,000 · Over $25,000

Under $5,000 → decline.

06

Timeline

When are you looking to get started?

Within 30 days · 30–60 days · 60–90 days · Still exploring

07

Authority

Who would join the call?

Just me · Me and other colleagues · I’d like to loop in someone else · Not sure

08

Contact

Your name and email, so we can follow up.

Name · Email. Asked after the decision has been made, and never scored.

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