Stop wasting time on leads that won't close

Record the lead source, full contact details, and initial interest level. Complete prospect data upfront enables more effective BANT qualification conversations and helps sales reps personalize their approach.

Check if the prospect meets your minimum qualification requirements before investing time in BANT analysis. Verify company type, location, and size against your ideal customer profile to quickly filter out poor fits.

When a prospect does not meet your qualification criteria, maintain the relationship by referring them to partner companies who may be a better fit. This builds goodwill and creates potential future referral opportunities.

Prospect Details: Name: {{first-name-7643839}} {{last-name-7643841}} Company Name: {{company-name-7643836}} Phone: {{phone-number-7643837}} Requirement: {{use-case-requirement-7643834}} Deal Size: {{what-is-the-deal-size-7643831}}

Purpose: Document lead origin and context for personalized outreach. Record where the lead came from (website, referral, event, campaign), their initial contact details, and any expressed interest. The more context you gather upfront, the better your qualification conversation will be. This data also helps track marketing ROI.

BANT Component: NEED Determine if this lead matches your ideal customer profile and has the problem you solve. Key questions to ask: - What challenges are they currently facing? - What solutions have they tried before? - What would success look like for them? - How urgent is solving this problem? Not every lead is worth pursuing. Focus on those with genuine pain points you can address.

BANT Components: BUDGET + AUTHORITY Budget Questions: - Has budget been allocated for this initiative? - What is the expected investment range? - Who controls the budget approval? Authority Questions: - Are you the decision maker for this purchase? - Who else needs to be involved in the decision? - What is your typical buying process? Chasing leads without budget or authority wastes everyone's time. If the contact is not the decision maker, identify who is and get them involved early.

BANT Component: TIMELINE Understand when they need a solution and what is driving their timeline: - When do they want to implement a solution? - Is there a specific event, deadline, or milestone driving urgency? - What happens if they do not act by that date? - Are there any contract renewals or budget cycles to consider? Leads with no clear timeline often stall indefinitely. Prioritize deals with real urgency and concrete deadlines.

Final BANT Assessment and Routing Based on the BANT criteria collected, rate the lead: HOT Lead (All 4 BANT criteria met): - Route to sales immediately for demo/proposal - Schedule follow-up within 24-48 hours WARM Lead (2-3 criteria met): - Add to nurture sequence - Schedule check-in in 2-4 weeks - Provide educational content COLD Lead (0-1 criteria met): - May not be worth pursuing now - Add to long-term nurture or archive Document your assessment, lead score, and specific next steps in your CRM.