Are they really interested in buying your product?
Are they interested in learning more?
No automatic disqualification
Content...
There are no headings in this document.
Lead qualification establishes the step-by-step criteria to ensure the leads have the highest probability of becoming future customers.
Sales reps need to spend less time on unqualified leads and more time closing.
Sales pipelines are either qualified or disqualified leads, depending on whether or not they meet these criteria. These are designed to separate the potential customers from the dead-end leads, enabling sales teams to concentrate on prospects who have the highest likelihood of converting.
By breaking down the criteria into more manageable individual tasks the checklist keeps the lead qualification process consistent.
Listing all characteristics and questions that can define your target customer allows you to evaluate and check every box so they are qualified lead.
Ready to dive in?
Start Your Free Trial Today
Lead Qualification Checklist
Check leads have the highest chances of becoming customers,
Real Interest
Need Your Product
Difference between wanting a product and having a use for it.
- What are current challenges and pains?
- Long-term goals?
Clarity on how you can make a difference.
Within Budget
Sensitive subject and a few ideas to get an idea of budget.
- What are they currently using?
- Are you happy with the current product price?
- Ideal price range?
Ready To Buy
Is it the right time?
- What is time frame?
- Where are they in buying journey?
- Is this initial research, or comparing prices and features?
Just because a lead isn’t ready to purchase right now doesn’t mean they won’t be ready
The Decision-Maker
Making a sale requires approval from the decision-maker is this the right person?
Knowledge check to determine level of intimate knowledge of company goals, challenges, and needs.
Knowing who makes the buying decisions, and understanding the role that each person plays.
Lead Qualification Frameworks
BANT: originally developed by IBM which seeks to uncover the following four pieces of information
- Budget
- Authority
- Need
- Timeline
MEDDIC: Created by Jack Napoli at technology company PTC. Aim to get sales reps to understand all aspects of a target customer purchase process.
- Metrics
- Economic Buyer
- Decision Criteria
- Decision Process
- Identify Pain
- Champion
CHAMP: Challenge ahead of authority to find out information and determine who to reach out to.
- Challenges
- Authority
- Money
- Prioritization
similar to ANUM
ANUM: Determine whether to speak with a decision-maker first.
- Authority
- Need
- Urgency
- Money
spin on BANT
FAINT: Many purchase decisions are unplanned.
- Funds
- Authority
- Interest
- Need
- Timing
Frequently asked questions
Looking for more info? Here are some things we're commonly asked
Checklist
Why is a Checklist Important?
Does the running of your business include several repetitive tasks? If there’s no guidance or procedure in place, it’s possible for some of the steps in the process to get forgotten. This is why checklists are important.
People get distracted, and when something gets forgotten, it’s much harder to recover than if they’d completed the task right in the first place.
Guidance every step of the way makes sure something is completed perfectly every time.
Read More: Why is a Checklist Important?
Checklist To Reduce Mistakes
We all carry enormous knowledge and experience that we want to apply effectively, but we are all prone to make mistakes. There’s only so much we can store in our heads without forgetting something. How to maximise our use of knowledge?
The simple answer to this problem is to use checklists.
What types of checklist are there?
How many types of checklists are there? Two. What are the two types of checklists? Read-Do and Do-Confirm checklists are about how you use checklists.
Read More: Types of checklist: What are the two most powerful Checklist Types?
Checklist Software
A checklist is a way to document each step needed to complete a task. A detailed set of instructions, a guide of how something is done.
Checklist software allows you to document every step of a process to be used over and over again.
Read More: Checklist Software