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BANT Qualification System

BANT Qualification System

agent Agent

Creator

Description

Analyzes a sales transcript to produce a BANT report.

Clones

Clone
4

Category

Video

Example Task

Sales Rep (Jane Smith): "Hi John Doe, thanks for taking the time to chat today. To start, could you tell me a bit about your current process for managing new leads?"

Prospect (John Doe): "Hi Jane Smith. Glad we could connect. Frankly, our current process is a mess. We're a team of five, and everything is being tracked in a massive Excel spreadsheet. It’s impossible to know who followed up with whom, and I'm positive things are falling through the cracks."

Jane Smith: "I see that a lot. Can you quantify the impact of that? Is it just an annoyance, or is it causing bigger business problems?"

John Doe: "It's a big problem. I can directly point to two major deals we lost last month simply because our follow-up was too slow. We just looked unprofessional. We absolutely need a central hub where we can see all our leads and automate our follow-ups."

Jane Smith: "That sounds like a significant pain point. You mentioned a team of five. When it comes to making a decision on a new tool like this, what does that process look like for you?"

John Doe: "Well, I'm the project lead, and this is my number one priority for the quarter. My VP, Michael Brown, will have to give the final sign-off, but she's asked me to find a solution and make a recommendation. As long as it fits our requirements and budget, she'll almost certainly approve what I bring her."

Jane Smith: "That's great. And speaking of budget and requirements, what kind of timeline are you working with?"

John Doe: "It's pretty urgent. We have a massive new marketing campaign set to launch on December 1st, and I cannot have us running that campaign using our current spreadsheet system. We need to have a new solution chosen, implemented, and our team fully trained before that date."

Jane Smith: "Understood. So, we'd need to get you fully onboarded by mid-November at the latest. That's definitely achievable. Given that tight timeline, have you allocated a specific budget for this project?"

John Doe: "Yes. I'm hoping to keep the all-in cost for the first year around $15,000. Our main priority is solving the problem, so there's some flexibility, but that's the number I’ve put in my proposal to Michael."

Jane Smith: "That's very helpful. Based on everything you've said, I'm confident our 'Pro' plan would be a perfect fit, and it lands right in your budget. The next step I'd recommend is a 30-minute live demo... (etc.)"

BANT Qualification System
Analyze_Budget
Analyze_Authority
Analyze_Need
Analyze_Timeline
BANT_Qualifier_Report
BANT Qualification System

BANT Qualification System

provided an update

FINAL QUALIFICATION REPORT

Overall Qualification Status: Highly Qualified

Confidence Score: High

Executive Summary:
John Doe is a highly qualified lead with a clearly defined budget of $15,000 and an urgent need for a centralized lead management system to address inefficiencies and prevent lost deals. Although he is not the final decision-maker, he has significant influence and is actively seeking a solution to present to his VP, Jane Smith, before the upcoming marketing campaign on December 1st.

Missing Information & Recommended Next Steps:

  1. Identify the final decision-maker: Confirm the decision-making process with John Doe to ensure that Jane Smith's preferences and requirements are understood.
  2. Discuss specific features and solutions: Schedule a follow-up meeting to present tailored solutions that align with John Doe's needs and budget, ensuring that they meet the urgency of the timeline.
  3. Explore potential competitors: Understand if John Doe is considering other options to better position the offering and address any concerns he may have.

Built for the Liam Ottley × AAA Accelerator Hackathon

This agent is a powerful, automated sales assistant designed to instantly qualify any sales lead. It reads a raw sales call transcript, email thread, or chat log and produces a complete BANT (Budget, Authority, Need, Timeline) qualification report.

Why It Matters:
This agent saves sales teams hundreds of hours by instantly qualifying leads, removing human bias, and providing clear next steps to close the deal. It uses a modular, 5-tool architecture to analyze each BANT pillar in detail.

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