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Know When a Prospect Is Ready to Buy in HubSpot | Pedowitz Skip to content

How Do I Know Exactly When a Prospect Is Ready to Buy Using HubSpot Sales Hub?

Turn buying signals into a repeatable motion—score readiness, enforce gates, trigger alerts and next steps, and prove impact on win rate and cycle time.

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Treat “ready to buy” as a measurable state. In HubSpot, combine fit, intent, recent engagement, buying-group coverage, and velocity into a Readiness Score and a Ready to Buy boolean. Flip it when high-intent behaviors (pricing/demo/proposal) occur and gates are met (required fields + next meeting). Deal/contact workflows then alert the owner, create tasks, enroll sequences, and escalate on SLA breaches—so reps act first.

Readiness System Checklist

Readiness model — Weighted score from fit, intent, engagement recency, buying-group coverage, and stage velocity.
High-intent triggers — Pricing/ROI pages, demo requests, proposal/doc views, multi-asset engagement in ≤7 days.
Gates — Next meeting scheduled and required deal fields (problem, stakeholders, budget/timeline, mutual action plan) completed.
Workflows & alerts — Set Ready to Buy = true, notify owner/manager, create tasks, enroll sequences, escalate on SLA breach.
Scorecard — Days to first meeting, conversion, win rate, and cycle time for “ready” vs. “not ready” cohorts.

How the Readiness Model Works (with Example Weights)

Example Weighting

SignalExample WeightNotes
Intent40%Pricing/ROI views, demo request, proposal/doc view
Fit25%ICP match: industry, size, territory
Engagement Recency15%Multiple touches within 7/30 days
Buying-Group Coverage10%Champion + economic buyer identified
Velocity10%Time in stage under threshold

Start with these weights, then adjust monthly based on win-rate and cycle-time lift for “ready” deals.

Readiness Workflow (diagram)

Signals Fit • Intent • Recency Readiness Score Gates Met? Fields + Meeting Ready to Buy = true Alerts • Tasks Sequences • SLA

This automation turns signals into a decision and the decision into action—every time.

Implement the model using deal/contact workflows, lists, and custom properties (Readiness Score, Ready to Buy). Enforce naming/UTM standards so intent signals roll up cleanly. Report days to first meeting, stage conversion, win rate, and velocity for “ready” vs. “not ready” cohorts on a single revenue scorecard, then tune weights and thresholds in a monthly revenue-council cadence.

Frequently Asked Questions

What goes into a Readiness Score?
Fit, intent behaviors, recent engagement, buying-group coverage, and stage velocity—combined as a weighted score with a clear threshold.
Which signals count as “high intent”?
Pricing/ROI pages, demo or meeting requests, proposal/document views, and clusters of product page views within a short time window.
How do I avoid false positives?
Require both a score threshold and gates: required fields completed and a next meeting scheduled before marking Ready to Buy.
How are reps notified at the moment?
Workflows set the boolean, send alerts, create tasks, enroll short-burst sequences if no meeting exists, and escalate on SLA breaches.
How do we improve the model?
Review the scorecard monthly; adjust weights/thresholds based on win-rate and cycle-time deltas for the “ready” cohort by segment.

Act at the Right Moment—Every Time

We’ll implement your Readiness Score, triggers, workflows, and dashboard in HubSpot Sales Hub—so reps engage when prospects are truly ready to buy.

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