Sales Pipeline System

Step by step process to build a predictable sales pipeline from targeted outreach to qualified deals

How to use this system

  1. Start at Step 1 and follow each step in order
  2. Copy the Workflow in each step and run it in your preferred AI tool
  3. Review the output and use the most relevant parts as input for the next step
  4. Steps may be repeated to continue creating

Pro Tip

Tell your AI to reuse previous inputs, and only change the key variable (e.g. topic, product, or angle).

Estimated Duration:

3

Free Steps:

2

Estimated Duration:

3

Free Steps:

2
16%

BANT-Based Discovery Call Qualification Script

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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.

Step 1 of 6

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