Qualify a Lead

Use the BANT framework to qualify the prospect systematically.

Step 1: Budget: Ask what budget range they are working with and how purchasing decisions are made in their organisation.

Step 2: Authority: Confirm whether you are speaking with the decision maker. If not, ask who is and whether they can be involved.

Step 3: Need: Understand the specific pain point. What problem are they trying to solve? What happens if it stays unsolved?

Step 4: Timeline: Ask when they are looking to make a decision and when they would need the solution running.

Output

After gathering responses, classify the lead and summarise your findings:

• Qualified: clear budget, authority confirmed, defined need, decision within 90 days
• Nurture: one or more gaps; recommend a follow-up in 30 days
• Disqualify: no budget, no authority, or no real need identified