# Fit qualifier

Answers your plain-language fit questions for every account on a list: pass, fail or unsure per question, each with a one-line reason and its source — a CRM field's value, or a quote checked word for word on the account's own site — and an overall verdict. Unsure when the evidence is missing; never a guess.

Category: Prospecting. For: Sales, Founders, RevOps.

## What it's for

Know which accounts on a list really fit, and why, before anyone spends time on them.

Suited to:

- Founders and SDRs qualifying a list before outreach
- RevOps cleaning a target list

## What you get

- A verdict per question and an overall verdict for each account, with reasons and sources
- A message to you with the passes

## When it runs

- When you run it

## What it uses

- Public web pages
- Your Closefinch records

You choose:

- List of accounts (up to 50)
- Fit questions (plain language)
- Who gets the results (a teammate; default: whoever started it) (optional)

## Its steps

1. Qualify
2. Send the results

## Approvals

Reads CRM fields and the accounts' own public sites (robots.txt honoured); writes only the results inside the platform and a message to you. Nothing is sent outside.

## Checked before release

The template's eval suite must pass these:

- A row with no evidence returns unsure
- A pass cites a CRM value or a quote from the account's site

## Questions

**Where do answers come from?**

The CRM fields first (no web call when they settle it), then the account's homepage and a few fixed pages, or a fresh research brief on it.

**What does it cost?**

Prospecting → Qualify shows the estimate per account and in total before a run, and each run has its own budget cap.

Use this template: https://app.closefinch.com/app/agents/templates/fit-qualifier (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).