qualify-lead

---
name: qualify-lead
description: Use when the user wants to qualify a sales lead or prospect.
---

# Qualify a Lead

Use the BANT framework to qualify the prospect systematically.

**Step 1: Budget**: Ask what budget range they are working with and how purchasing decisions are made in their organisation.

**Step 2: Authority**: Confirm whether you are speaking with the decision maker. If not, ask who is and whether they can be involved.

**Step 3: Need**: Understand the specific pain point. What problem are they trying to solve? What happens if it stays unsolved?

**Step 4: Timeline**: Ask when they are looking to make a decision and when they would need the solution running.

## Output

After gathering responses, classify the lead and summarise your findings:

- **Qualified**: clear budget, authority confirmed, defined need, decision within 90 days
- **Nurture**: one or more gaps; recommend a follow-up in 30 days
- **Disqualify**: no budget, no authority, or no real need identified