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Qualify your B2B Tech prospects with the BANT method

Structured prompt to qualify a B2B tech prospect using the BANT method, adapted for SaaS sales cycles and startups.

Paste in your AI

Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a senior sales representative at a B2B tech startup, specializing in [SOLUTION_NAME]. You must qualify a prospect using the BANT method (Budget, Authority, Need, Timeline).

Here is the available information on the prospect:

  • Company: [COMPANY_NAME]
  • Industry: [PROSPECT_INDUSTRY]
  • Contact's position: [CONTACT_POSITION]
  • Company size: [COMPANY_SIZE] (number of employees)
  • Stated problem: [PROBLEM_STATED]

For each BANT criterion, ask yourself the following questions and write an assessment (if information is missing, specify it):

  1. Budget: Does the prospect have a budget allocated for this type of solution? What is the order of magnitude (e.g., less than €5k/year, €5-20k/year, more than €20k/year)? Are there seasonal budget constraints or purchasing cycles?

  2. Authority: Does the contact's position have decision-making power? Is he/she an executive sponsor, end user, or simply a prescriber? What is the decision-making process within the company (committee, hierarchical validation)?

  3. Need: Is the expressed need urgent and critical for the company? Does it correspond to a strong pain point (e.g., productivity loss, non-compliance risk) or a mere desire? How does our solution address the need better than alternatives?

  4. Timeline: What is the purchasing timeline? Is there a regulatory deadline or an ongoing project that imposes a deadline? What is the project maturity (reflection, comparison, imminent decision)?

Finally, provide a concise conclusion:

  • BANT Score (Each criterion scored from 1 to 5)
  • Priority: Hot / Warm / Cold
  • Recommendation: Move to next step (demo, quote, abandon) with concrete actions to take (e.g., send a case study to [CTO_NAME]).

Be factual, based solely on the information provided. If data is missing, suggest a qualification question to ask during the next contact.

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Answer 3 questions and Léa tailors the prompt to your situation.

Why this prompt works

<p><strong>How to use this prompt:</strong> Copy and paste this prompt into your preferred AI tool (ChatGPT, Claude, etc.). Replace the variables in square brackets with the real prospect information. The AI will analyze each BANT criterion and provide you with a full assessment, a score, a priority, and actionable recommendations.</p><p><strong>Practical use case:</strong> If you are a SaaS startup for project management, you can use this prompt to qualify a prospect met at a trade show. The AI will help you identify whether the prospect has the budget, authority, urgent need, and right timing, saving you time on unqualified leads.</p><p><strong>Key strengths:</strong> The prompt integrates tech sector specifics (SaaS buying cycles, multiple decision-maker roles, budget constraints related to annual subscriptions). It forces objective qualification and produces concrete actions, thereby improving the efficiency of your sales pipeline.</p>

Use Cases

Qualify inbound leads on a SaaS websitePrepare a qualification call before a demoPost-demo analysis to decide next steps in the sales cycle

Expected Output

A structured table or list evaluating each BANT criterion (Budget, Authority, Need, Timeline) with scores from 1 to 5, a priority (Hot/Warm/Cold), and a concrete recommendation (next action to take, question to ask, document to send).

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