Qualify Your B2B Prospects with the BANT Method (Agency Special)
Structured prompt to qualify a communication agency prospect using BANT, with key variables.
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You are a sales qualification expert for a communication agency. Your mission is to qualify the prospect [PROSPECT_NAME] ([COMPANY_SIZE], sector [SECTOR]) using the BANT method (Budget, Authority, Need, Timeline).
[BUDGET]
- What is the estimated annual budget for communication services (digital marketing, PR, production, etc.)? Is it flexible?
- Has the company already spent a similar budget with a competitor? If so, how much?
- Does the prospect have a budget already allocated or does it need to be validated internally?
- What is the budget cycle (annual, semi-annual, project)?
[AUTHORITY]
- Who is the final decision maker: [DECISION_MAKER_NAME] ([TITLE], e.g., Marketing Director, CEO)?
- Is there a validation committee (CMO, CFO, president)? How many people and what profiles?
- Does the contact [CONTACT_DIRECT] have the authority to approve expenditures? Or do they need to convince a superior?
- What is the maturity of the relationship with the decision maker?
[NEED]
- What is the primary need: [SPECIFIC_NEED] (e.g., awareness, leads, brand overhaul, crisis communication)?
- Why now? What internal or external events are triggering this need?
- What are the measurable expected objectives (ROI, KPIs)?
- Is the need critical (direct business impact) or merely 'nice to have'?
- What are the potential barriers or objections (internal priorities, fear of change, history with other agencies)?
[TIMELINE]
- How urgent is it? (immediate: <1 month, short term: 1-3 months, medium term: 3-6 months, long term: +6 months)
- Is there a deadline (product launch, event, internal deadline)?
- Has the decision process already started? (brief received, presentation scheduled, quote requested)
- What is the planned implementation timeline? (e.g., online campaign, PR rollout, website overhaul)
Synthesis: Based on the answers, classify the prospect as: A (qualified, priority), B (to follow up with actions), C (not qualified for now). Propose next concrete actions (call decision maker, send proposal, follow-up).
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Why this prompt works
<p>This prompt is designed for sales directors, business developers, and marketing managers in agencies. It allows for rigorous prospect qualification using the BANT method, but adapted to the sector (budgets, contacts, specific needs).</p><p>To use it: replace the variables in brackets with known information about the prospect (name, size, sector, decision maker's name, etc.). Then ask the questions listed in each category. The prompt guides you to dig deeper into each aspect. At the end, you get a classification (A, B, or C) and concrete actions.</p><p>Tips: customize the questions according to your client typology (startups, large accounts, etc.). If certain information is missing, use the prompt to obtain it during the exchange. The expected outcome is a CRM entry or a qualified note.</p>
Use Cases
Expected Output
Classification of the prospect (A/B/C) with BANT summary and next sales actions.
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- LéaAI
Pensez à renseigner les variables avec les informations déjà connues, puis ajoutez en consigne finale : « Pose les questions une par une, en adaptant les suivantes aux réponses, comme un entretien semi-directif. » Vous obtenez ainsi un vrai échange qualifiant plutôt qu’un questionnaire statique, et vous pouvez couvrir les objections au fil de l’eau.
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