Every qualification decision, on the record.
Qualify Vault is a long-term store for qualification decisions. Each call is logged with reason, signal evidence, signers, and timestamp. Replayable, queryable, audit-ready.
Three record types. One archive.
Every qualification call your team makes lands as a structured record. Reason, evidence, replay. Linked, versioned, never overwritten.
Decisions
The atomic unit. One record per qualification call. Lead, criteria met, who signed off, the outcome, and a frozen timestamp.
- Qualified, Deferred, or Disqualified
- Two-signer rule on every Qualified
- Immutable once sealed
Evidence
Signal artifacts attached to each decision. Hiring posts, funding events, reply threads, capacity moves. Source-stamped and linked to the call they shaped.
- Signal payload with source URL
- Reply thread snapshot at moment of call
- One-click trace from outcome to source
Replays
Walk any past decision the way it actually happened. Same criteria, same signals, same context. Ideal for QBRs, post-mortems, and onboarding new qualifiers.
- Time-machine view of the call
- Side-by-side outcome compare
- Exportable for legal and audit
Ask the vault. Cite the record.
RevOps and compliance leads run plain queries against the archive. Every result is a real record, with the reason and the evidence still attached.
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Filter by criteria, signer, signal, or outcomeSlice the archive any way your audit asks.
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Export with provenanceCSV, JSON, or PDF. Each row links back to the sealed record.
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Decision recall, on demand"Why did we disqualify Northbridge in Q2?" answered in one query.
Eight fields. No exceptions.
Every qualification record carries the same schema. That uniformity is what makes the archive queryable.
Lead identity
Name, role, company, and the source list where the lead first surfaced.
IMMUTABLEICP criteria
Five criteria, scored at the time of call. Snapshot, not the live state.
SNAPSHOTTEDSignal evidence
Hiring, capacity, funding, public-pain, reply signals. Each with source URL.
SOURCE-LINKEDReason chain
The qualifier's written reasoning. Free text, indexed for full-text query.
INDEXEDOutcome
Qualified, Deferred, or Disqualified. Plus the routing AE if handoff.
CATEGORICALSigners
One or two qualifiers. Two-signer rule enforced for Qualified outcomes.
SIGNEDTimestamp
UTC seal time. Cannot be edited after the record is closed.
SEALEDReplay token
Pointer to the full thread, signals, and criteria state at moment of call.
REPLAYABLEThree modules. One vault.
Pick the modules your team needs. Each one writes into the same archive, so audit, replay, and query work across the whole.
Recorder
- Inline call form with five-criteria checklist, signal attach, free-text reason.
- Two-signer rule enforced before a Qualified record is sealed.
- Auto signal pull from your existing CRM, sequencer, and enrichment stack.
Archive
- Immutable record store with versioned criteria snapshots and signed seals.
- Full-text query over reason chains, signers, signal types, and outcomes.
- Multi-year retention with tiered cold storage for archive depth.
- SOC-friendly access logs: who read which decision, when, and why.
Replay
- Time-machine view of the criteria, signals, and reply thread at seal time.
- QBR-ready exports by AE, by qualifier, by signal cohort.
- Onboarding walkthrough: new qualifiers learn from sealed past calls.
Two teams. Two cleaner audits.
Codenamed to protect the books. The metrics are the ones their RevOps leads track inside the vault.
RevOps for a freight-tech platform
Before: The SDR team made qualification calls inside CRM notes. Finance audits stalled because no one could reconstruct why a deal was passed to an AE eight months earlier.
With Qualify Vault: Every SDR call now seals as a sealed Decision record. Reason chain, signal evidence, and signer initials all attached. The next two SOC audits closed without a single follow-up question on qualification trails.
Compliance-first SaaS, regulated vertical
Before: Disqualified leads kept resurfacing in pipeline because nobody could find the original reasoning. Senior qualifiers re-litigated the same accounts every quarter.
With Qualify Vault: Replay walks new qualifiers through sealed past calls before they touch new ones. The team now cites decision IDs in Slack instead of arguing from memory. Re-qualification time dropped, AE trust climbed.
Put your qualification calls on the record.
Send your current qualification rubric and a sample week of SDR calls. We will mirror them into the vault format and walk your RevOps lead through the first set of sealed records.
Email the vault team →