Free template
Buyer qualification tracker
Filled during the call, not after. A buyer is qualified when four cells hold evidence; otherwise the status says contact, or no, with the reason.
- Price
- Free
- Format
- On this page, 4 sheets, always the current version
- Built by
- WeOpen.ca, from the sheets the pipeline runs on
- Next step
- Join the pipeline
Who gets the most from it
- Exporters working a buyer list
- Delegations preparing counterpart meetings
- Distributors qualifying suppliers
- Anyone who has lost a month to polite conversations
4 sheets, one template
- Tracker: 20 rows with company, person, role, city, source, the four questions, evidence, next step, date, status
- Questions: the four with what counts as evidence
- Weekly: the week 1 to 4 targets
- Noes: a sheet for the reasons, which make the next list better
Open the buyer qualification tracker
Tell us who you are and the full template opens on this page, straight away and every time you come back. Free. We also send the new tools as they come out.
- Tracker: 20 rows with company, person, role, city, source, the four questions, evidence, next step, date, status
- Questions: the four with what counts as evidence
- Weekly: the week 1 to 4 targets
- Noes: a sheet for the reasons, which make the next list better
The template, on the page
View it here, fill it in your own sheet. The template stays on this page so it is always the current version.
Leave your email to open the full template
Free. The view opens straight away and stays open on this device.
Open the templateBuyer qualification tracker
Filled during the call. Four questions, four evidence cells.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| # | Company | Person | Role | City | Source | Q1 Authority: who signs? | Q2 Current supply: who, volume, terms | Q3 Specification: can you meet it? | Q4 Route: incoterm, port, importer | Evidence held | Next step | Date | Status |
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The four questions and what counts as evidence
From the guide Qualify a Gulf buyer in 30 days.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Question | Ask it as | Evidence that counts | Not evidence |
|---|---|---|---|
| Authority | Who signs the purchase order, and is that you? | A reply from the signatory | A promise to introduce the boss |
| Current supply | Who do you buy this from today, how much, on what terms? | A current invoice line or contract term | A nice meeting |
| Specification | What exactly do you buy? Send me the spec. | A forwarded specification | A request for a brochure |
| Route | How does it get to you: incoterm, port, forwarder, importer? | A named port and forwarder | We will sort that out later |
The four weeks
Targets, not promises.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Week | Target | Done |
|---|---|---|
| 1 | Ten names with sources, no outreach | |
| 2 | Five conversations, four questions each | |
| 3 | Specifications in writing, samples, landed cost | |
| 4 | Brief or no for every name |
The noes and why
The reasons make the next list better.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Company | Reason | Date | Revisit? |
|---|
Buyer qualification tracker: your questions
Is the tracker really free?
Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.
What do I need to open it?
Nothing to install. The template opens on this page as sheets you can read, and you copy the structure into your own spreadsheet. It is always the current version.
Will you email me afterwards?
You get the file, then a short series of practical emails on the Canada to Gulf corridor. Unsubscribe in one click.
Can you do it with me?
Qualified mandates in the pipeline get introductions through the group companies; the tracker is the method for your own list.
Join the pipeline
Three questions, then your details. Your mandate is recorded for qualification against the WeOpen trade and investment initiative, and we reply within one working day. Submit only information you are authorised to share.
WeOpen.ca is an independent initiative, not a government agency. Nothing in chat is advice; qualified advisers confirm eligibility.
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