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BANT Sales Qualification Call Process

BANT Sales Qualification Call Process

Use this checklist to qualify your sales leads
1
Introduction:
2
Customer Info
3
Use Case (Need):
4
What are the primary reasons you are looking to use Process Street?
5
Which team(s) will use this/which team(s) will this expand to?
6
What other applications do you use? Do you want to integrate them?
7
What has prevented you from trying to solve the problem until now?
8
What does success look like to you, both in terms of qualitative and quantitative results?
9
How did you find us?
10
Budget:
11
How many users do you need now and in the future?
12
What is the financial impact of your current solution?
13
Do you have a budget allocated for this project? If not, when do you expect that you will?
14
Timeline:
15
When are they trying to make a decision?
16
Authority:
17
What is the person's title and team
18
Who are the decision makers?
19
Competition:
20
Are you looking at other products?
21
Closing Questions:
22
Based on what you've seen so far, do you think our offering could be a viable solution for your problem?
23
When will they be able to start testing / running checklists?
24
Is there anything you want to use the platform for but can't because of lack of functionality?
25
What is their implementation timeframe?
26
When can I follow up with a call?
27
Opportunity?:
28
Check to create opportunity
29
Not an opportunity (why?)
30
Push data to CRM:
31
Check to complete and create notes & tasks in Close.io
32
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