Chapter 6
Design the purchase and qualification path
Finish this chapter with a purchase qualification and intake workflow you can use immediately to design the purchase and qualification path, while avoiding accepting undefined work that destroys margin and delivery quality.
What you’ll get
- A completed purchase qualification and intake workflow, not a list of abstract ideas.
- One explicit decision rule for design the purchase and qualification path.
- A 45-minute execution sequence you can repeat yourself or hand to a teammate.
- A quality gate that tells you whether to move forward, run one small test, or revise the input.
Use this chapter as a working session
Open the document, spreadsheet, or Tapmy workspace where this decision will live. Replace sample language with the exact offer, buyer, channel, price, and evidence you have today. If a fact is missing, label it as an assumption and assign the smallest test that can resolve it.
| Time | Work | Concrete output |
|---|---|---|
| 0–10 min | Collect buyer words, traffic data, sales conversations, support questions, and current page copy. | A short evidence list with source and date. |
| 10–20 min | Make the single decision this chapter is designed to resolve. | A one-sentence decision and reason. |
| 20–35 min | Build the purchase qualification and intake workflow with real names, numbers, links, and owners. | A usable operating asset. |
| 35–45 min | Review it from the buyer’s point of view and run the quality gate. | A keep, test, or revise decision. |
Direct purchase path
Use when scope is fixed and client inputs can be collected predictably:
State what happens if the project is not a fit after purchase and ensure the policy matches applicable obligations.
Qualification-first path
Use when complexity changes scope. Ask for the minimum information needed, then confirm fit, final scope, price, agreement, and payment before reserving production time.
Build an intake that protects the timeline
Collect goals, audience, required deliverables, references, brand files, copy, decision-maker, approval process, desired date, and known constraints. A long form does not guarantee good input; include examples of an acceptable response.
Decision gates
| Evidence state | What it means | What to do next |
|---|---|---|
| The input is specific, current, and tied to a real buyer action | The purchase qualification and intake workflow is ready to use. | Put it into the Tapmy journey and measure the next observable behavior. |
| One important input is assumed | The direction is testable, not yet proven. | Run the smallest test that can confirm or reject that assumption. |
| The asset serves several audiences, offers, or goals | The scope is too broad. | Narrow to one buyer, one job, one offer, and one reporting window. |
| The result depends on a claim you cannot show or deliver | Trust and delivery risk are higher than the upside. | Rewrite the promise around a supportable outcome. |
Quality standard
- The purchase qualification and intake workflow names one buyer and one job.
- Every number has a timeframe, currency, or denominator where needed.
- Every link and handoff has an owner.
- The next action is visible without rereading the chapter.
- The decision can be measured through customer behavior.
- No claim is stronger than the evidence.
