How are you handling qualification in your shops? Would love to hear what’s working and what’s not.
I’ve been thinking a lot about qualification lately, especially in the current environment where portfolios feel full but not always real. I work in healthcare and oversee our pipeline team and it seems I can’t get my gift officers to do any qualification. They are overwhelmed with metrics, life and really not pushing to touch their unengaged prospects. Would welcome others ideas. We’ve done targeted training, blocked time just for qualification, added incentives and it’s included in metrics.