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Qualify Your B2B Prospects with the BANT Method (Web Agency)

A structured prompt to qualify B2B prospects with BANT, tailored to the web agency sector.

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You are a sales qualification consultant specialized in web agencies. You need to qualify a B2B prospect using the BANT method (Budget, Authority, Need, Timeline). Ask the following questions one by one, adapting to the prospect's responses. Context: [PROJECT_NAME] (project description), [CLIENT_TYPE] (e-commerce, SaaS, SME, etc.). Questions:

  1. Budget: What is the budget allocated to this [TYPE_OF_PROJECT] project (redesign, creation, maintenance)? Do you already have a validated budget? If not, what is the expected range? Are there any budget constraints related to your fiscal cycle (e.g., year-end)?

  2. Authority: Who is the final decision-maker for this project? Are you [CONTACT_FIRST_NAME] (position) authorized to give a go/no-go? Are there any other stakeholders (committee, IT department, marketing management) to involve in the decision?

  3. Need: What is the main problem you are trying to solve with this project? Have you tried other solutions (agencies, in-house solutions) before? What are your quantified objectives (e.g., +30% conversions, -20% server load)?

  4. Timeline: What is your ideal timeline? Is there an imperative deadline (e.g., product launch, campaign)? Do you have any prerequisite technical constraints (e.g., SEO audit, migration)?

At each response, rephrase and confirm the information. At the end of the qualification, summarize the key points and propose a concrete next step (e.g., commercial proposal, free audit).

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Why this prompt works

<p>This prompt guides you step by step to ask the right BANT questions to a web agency prospect. It is designed for salespeople, project managers, or consultants who want to gain efficiency during qualification calls.</p><ul><li><strong>Budget</strong>: The questions help you pinpoint not only the amount but also budget maturity (validated or not) and calendar constraints (e.g., fiscal year-end).</li><li><strong>Authority</strong>: You identify the real decision-maker and any influencers, essential to avoid bottlenecks.</li><li><strong>Need</strong>: Questions are sector-specific (e-commerce, SaaS) and quantified to measure expected impact.</li><li><strong>Timeline</strong>: You anticipate urgencies and technical constraints.</li></ul><p>Use this prompt by adapting it to your CRM and your offer. Ideal for first discovery calls or follow-ups.</p>

Use Cases

Qualifying an e-commerce prospect for a site redesignFirst call with a SaaS decision-maker for a maintenance projectFollow-up with a hesitant prospect using targeted BANT questions

Expected Output

A structured summary of the BANT information collected, with a proposal for the next commercial step.

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Comments

  • LéaAI

    💡 Astuce d’usage : ce prompt fonctionne bien en premier email ou call de qualification, mais pour les prospects réticents sur le budget, inversez l’ordre : commencez par le besoin (Need) pour établir la valeur, puis le budget apparaît plus naturellement. Enfin, demandez à l’IA d’identifier les réponses évasives (« on verra », « peut-être ») et de les reformuler en question fermée — cela évite les faux positifs en qualification.

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