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🤝 Sales Enablement

Free BANT Lead Qualifier Template

Score prospects on Budget, Authority, Need and Timeline with weighted results and an AI verdict — a disciplined qualify/disqualify record per lead.

Assessment
~5 min per lead
BANT scored + AI report
Live Preview

Quick answer

A weighted BANT score of Budget, Authority, Need and Timeline with an AI qualify/disqualify verdict, turning 'seems keen' into a disciplined, evidenced decision.

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About this template

BANT is famous and rarely practiced — nobody writes down the evidence. This assessment forces it: each of Budget, Authority, Need and Timeline scored 1-5 with the proof behind the number, then weighted into a qualified-or-not result with an AI report stating the verdict and the missing evidence. Disqualification stops being rude and becomes arithmetic, and the team's time concentrates on leads that can actually buy.

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Live Preview

A fillable sample form and report preview — live once the app is published.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Four classic dimensions

Budget, Authority, Need, Timeline scored separately with weights.

2

Evidence discipline

Every score names what proves it, not what is hoped.

3

Threshold verdict

The weighted result lands qualified or not — no grey-zone drift.

4

Written disqualification

Declines carry a reason, useful when the lead returns bigger.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy the qualifier and set your weights.

2

Score with evidence

Five minutes per lead, proof attached to each number.

3

Read the verdict

The AI report states qualified or not and why.

4

Act on gaps

Missing authority is a task; missing budget on a short timeline is a decline.

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Who Is This For

Pick your role — see how it fits your workflow.

1

SDRs and closers

Spend calls only on leads that pass arithmetic.

2

Sales managers

End the 'it's going well' lead with four scored dimensions.

3

Founders selling solo

Say no to bad-fit deals without burning goodwill.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the live version scores them and builds a report per respondent.

  1. Is there an allocated budget range that fits us? (1-5)
  2. Are you in contact with the person who signs? (1-5)
  3. How acute is the need — cost of doing nothing? (1-5)
  4. Is there a real deadline driving a purchase window? (1-5)
  5. Which dimension has the weakest evidence right now? (choice)
  6. What would need to change to disqualify this lead? (open)
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Frequently Asked Questions

What is BANT qualification?
Assessing a prospect on Budget, Authority, Need and Timeline before investing in the deal — this template scores each dimension and its supporting evidence.
Why score 1-5 instead of yes/no?
Binary BANT dies on first contact; graded scores let a lead mature through nurture while the weakest dimension stays visible.
Does each scored lead get a written verdict?
Yes — each assessment produces a weighted result plus a personalized AI report with a qualify/disqualify verdict and the missing evidence.
Can I use the BANT Lead Qualifier for free?
Yes. Copy it into your FormLM workspace and run it per lead.
Is BANT outdated for complex sales?
As a checklist it is blunt; as four scored risk dimensions — money, signer, pain, deadline — it remains the fastest common language for qualification.

Let arithmetic disqualify for you

Score budget, authority, need and timeline with evidence — copy the BANT qualifier free.