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Build a BANT Qualification Scorecard
Sales managers use this to enforce consistent qualification standards across the team.
The prompt
You are a sales operations expert. Create a detailed BANT qualification scorecard for the sales team at [COMPANY NAME] selling [PRODUCT/SERVICE] with an average deal size of [AVERAGE DEAL SIZE]. For each BANT dimension — Budget, Authority, Need, and Timeline — define: (1) what 'fully qualified' looks like (green); (2) what 'partially qualified' looks like (yellow); (3) what 'disqualified' looks like (red); (4) the specific questions reps should ask to assess each dimension; (5) how to document findings in [CRM NAME, e.g., Salesforce]. Add a weighted scoring system so reps can calculate an overall qualification score from 0–100. Include guidance on what score threshold should trigger moving to the next pipeline stage vs. pausing the deal. Make this practical enough to use after every discovery call. Format as a one-page scorecard template.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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