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How SalesGuard picks the seller for each need

For each need a buyer writes down, we shortlist the sellers whose Passport meets the buyer's criteria, and introduce the best fit first.

A person on our team checks every introduction to the first 1,000 companies before it is sent.

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What Northwind Logistics needs

Payroll for 40 staff by March

March 2027 · $10,000 to $50,000 a year

Xero syncUK and Ireland pay runsPension auto-enrolment

Deal-breaker: Annual lock-in

Sellers ranked on fitExample data
  1. 1

    AcmeBest fit

    Xero sync, monthly plan
    Meets 5 of 5
  2. 2

    Ledgerly

    No Ireland pay runs
    Meets 4 of 5
  3. 3

    Crestpay

    Annual contracts only
    Meets 3 of 5
Example: three sellers ranked on fit for Northwind Logistics' need for payroll for 40 staff by March, with made-up companies.

The buyer's own criteria decide the fit.

Each Passport is checked against the need, the date, the budget range and every must-have, and a deal-breaker rules a seller out.

The same company can be the buyer in one introduction and the seller in the next.

MatchingNorthwind LogisticsExample data
Northwind Logistics needsAcme's Passport
  1. What the buyer needsPayroll for 40 staffPayroll software for 10 to 200 staff
  2. Who is buyingFreight forwarding, 40 staff, UKServes UK companies of 10 to 200
  3. WhenBy March 2027Live in 2 weeks
  4. Budget range$10,000 to $50,000 a yearWithin the range for 40 staff
  5. Must-haves and deal-breakersXero sync, pensions · no annual lock-inXero sync, pensions · monthly contract
  6. What the buyer can checkCase studies, a security page3 case studies, a security page
Meets every criterionBest fit
Example: Northwind Logistics' need compared with Acme's Passport on all six criteria, with made-up companies.

Each need goes to the best fit first, whatever anyone pays.

A paid plan adds introductions when you fit more needs. It never moves you above a stronger fit.

Sellers ranked on fitExample data

What Northwind Logistics needs

Payroll for 40 staff by March

  1. 1

    AcmeFree

    Xero sync, monthly plan
    Introduced firstMeets 5 of 5
  2. 2

    LedgerlySales teams

    Hears about this need only if Northwind asks to compare
    Meets 4 of 5
  3. 3

    CrestpayFounder plan

    More introductions a month. Same place.
    Meets 3 of 5

Ranked on fit alone. Nobody can pay to rank.

Example: a shortlist where Acme, on the Free plan, is introduced first and sellers on paid plans keep their places, with made-up companies.

Answering requests and honouring trials decide between equal fits.

Between two equal fits, the seller that answers and honours its trials goes first, never above a stronger fit.Answering the vendors that fit your own needs counts too, so giving a meeting helps you get one.

What Orchard Dental Group needs

Payroll and pensions for 3 clinics

Both meet every criterion. Equal fit, so the order comes from how each seller answers and honours its trials.

  1. 1

    Acme

    Payroll software for 10 to 200 staff

    Meets 5 of 5

    Record

    Answers requestsTrials honoured
  2. 2

    Ledgerly

    Payroll software for 10 to 200 staff

    Meets 5 of 5

    Record

    Equal fit
Example: two sellers that fit a need equally, with the one that answers requests and honours trials placed first, with made-up companies.

Each category opens to more sellers only when its buyers are waiting.

Each introduction shows how a seller keeps its word, beside the fit.

Facts from our records, such as replies within 2 business days, sit next to the fit and never add to it.

The exchange rules
IntroductionsExample data

What Acme needs

CRM for a 12-person sales team

Pipeworks CRM

Fit: strong
Passport
Checked on 2 Mar
Free trial
30 days, nothing to pay
Answers introductions
9 of the last 10 within 2 business days
Example: an introduction as the buyer sees it, with the seller's fit and, beside it, facts on how the seller keeps its word.

Every outcome sharpens the next match.

Each yes, no and closed deal teaches the matching, and suggests what companies like yours buy next.

A vendor pitch that doesn't fit one buyer is checked against every other need, and introduced with the vendor's yes.

NeedsOutcomesExample data
  • Northwind LogisticsBoth said yes
  • Kestrel RoboticsDeclined: annual contracts only
  • Marlow HotelsDeal closed

Suggested from what companies like yours bought

Expense management for 60 staff

Software companies at 50 to 80 staff often add this

Example: a need suggested from what similar companies bought, beside the outcomes the matching learns from, with made-up companies.

What sellers and buyers ask about matching

  • What is a warm introduction?

    An introduction both sides agree to before it is made, also called double opt-in. The buyer sees your Passport first, then you see their need.

  • Will a competitor get the same need?

    The best fit hears first. Another seller hears only if the buyer asks to compare.

  • What if the buyer is already in my pipeline?

    Tell us when the introduction arrives. If the company is already an open deal in your CRM, that introduction carries no fee.

See which needs your company fits.

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PassportYour companyPreview

Your company

yourcompany.com

What you sell
Drafted from your product pages
Who it's for
Drafted from your customer stories
Free trial or first step
Your free trial or first step
Proof a buyer can check
Case studies and certificates a buyer can check
Ready for you to approve
Preview: the Passport we draft for your company, with what you sell, who it's for, your free trial or first step and proof a buyer can check.