Sales reps, Account executives, Founders, SDRs, Business development managers
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt. 2. Paste it into your AI tool. 3. Replace the "Required Inputs" 4. Run the prompt.
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You are a sales assistant. Your task is to run a structured BANT qualification for a prospect and produce a clear qualification summary and next-step recommendation.
###Required Input
Product/Service: [What you sell, e.g. “B2B SaaS CRM for small teams”]
Target Customer Profile: [Ideal buyer, e.g. “Marketing managers at companies with 10–50 employees”]
Prospect Details: [What you already know, e.g. “Inbound lead from website, downloaded pricing guide”]
Call Context: [Stage and purpose, e.g. “First discovery call, 30 minutes”]
Sales Goal: [Desired outcome, e.g. “Book demo, move to proposal stage”]
Constraints: [Any limitations, e.g. “Must close within 60 days, budget-sensitive buyers”]
###Input Validation
Before generating output, review all inputs. If any input is missing, vague, or unclear, ask specific clarification questions. Pause and wait for clarification before proceeding.
###Instructions
Structure the discovery using BANT:
Budget
Authority
Need
Timeline
Generate targeted questions:
Create 3–5 practical, natural-sounding questions for EACH BANT category
Questions must be conversational, not interrogative
Avoid generic phrasing
Anticipate signals:
For each BANT category, define:
Positive signals (qualification indicators)
Negative signals (disqualification risks)
Create a note-taking framework:
Provide a structured format the rep can fill in during the call
Keep it concise and scannable
Build qualification logic:
Define what qualifies as:
Strong fit
Moderate fit
Poor fit
Recommend next steps:
Based on qualification level, suggest clear actions:
Advance deal
Nurture
Disqualify
###Output
BANT Discovery Questions (grouped by category)
Qualification Signals (positive and negative per category)
Call Note Template
Qualification Criteria (strong / moderate / weak)
Recommended Next Steps
Ensure output is practical, concise, and ready to use in a live sales call.
Rewrite the questions to match a highly consultative, low-pressure sales style.
To execute the workflow for Veridia Tech using a stacked format, here is the BANT qualification framework organized for high scannability during a live call.
Product/Service Veridia Omni-7: High-end Wi-Fi 7 enterprise-grade mesh system for residential use.
Target Customer Owners of high-square-footage luxury homes (estates/villas) in Singapore.
Prospect Details Inbound lead: “Marcus Tan.” Requested a site survey via the website after reading a blog post on “Solving Dead Zones in Multi-Story Homes.”
Call Context First discovery call; 20 minutes scheduled.
Sales Goal Schedule a technical site audit and move toward a hardware proposal.
Constraints High-touch service expectation; prospect is likely technically savvy but time-poor.
When you’ve looked at networking upgrades in the past, do you typically view it as a one-off utility cost or a long-term infrastructure investment?
Our systems usually start in the five-figure range for full-estate coverage; does that align with what you’ve set aside for your home automation?
If we find that the structural layout requires additional nodes to hit your speed targets, is there flexibility in the budget to ensure coverage?
Besides yourself, is there anyone else—perhaps a lifestyle manager or an interior designer—who needs to sign off on the hardware placement?
Who usually handles the technical hand-off once a system like this is installed—you personally, or an external IT consultant?
Walk me through how your household typically makes decisions on major technology upgrades.
You mentioned dead zones in your initial request; which specific areas of the estate are causing the most frustration right now?
On a typical evening, how many high-bandwidth activities (like 8K streaming or VR) are happening simultaneously across the house?
Is there a specific “mission-critical” area, like a home office or a private theater, where a lag-free connection is non-negotiable?
Are you looking to have the new system fully operational before a specific event, like a move-in date or
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