Lead qualification
with BANT
The agent asks the questions that establish budget, authority, need and timeline before a lead reaches your sales team. Only the ones that pass get a rep's time, with the answers already on the record.
The problem
Without a filter, a rep spends a full discovery call to learn that the lead has no budget, does not decide or has no date in mind. The qualifying questions are always the same; a person is not needed to ask them.
The agent
The agent runs BANT as a conversation, not a form: it asks about budget, who decides, what problem they want solved and by when, in the order the conversation allows. Each answer becomes a field in the post-call extraction and is written to the lead in your CRM. Your team receives the leads that meet your criteria, with the full context.
How it works
The full flow, from the trigger to the record in your CRM.
- 01
Write the four questions in the agent's prompt, in your own words, and define what counts as qualified.
- 02
Add budget, authority, need and timeline as fields in the post-call extraction.
- 03
The agent calls the lead and covers the four points in a natural conversation.
- 04
Budget: whether there is money set aside to solve this.
- 05
Authority: whether the person decides or needs someone else involved.
- 06
Need and timeline: the specific problem and when they need it working.
- 07
The extracted answers are written to the lead in your CRM after the call.
- 08
Your rules decide who moves forward; the rep gets the lead with the transcript attached.
Outcome
Reps spend their time on leads that can buy. The first human conversation starts with the answers already known, so it goes further.
What you get
- Your qualification questions, in your words
- Budget, authority, need and timeline as extracted fields
- Lead record updated in your CRM after every call
- Transcript attached for the rep who takes over
Industries where it is used most
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View detailsCreate your first agent
in minutes
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