Sales qualification workflow for Tallyfy

Stop wasting time on leads that won't close

Not every lead deserves your attention. This BANT workflow systematically evaluates Budget, Authority, Need, and Timeline so your sales team focuses on prospects who are actually ready to buy.

9 steps
3 automations
Import into Tallyfy Preview steps
Sales sales

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign qualification tasks to your SDRs and account executives
2
Set up Tallyfy's conditional routing to auto-route unqualified leads to partners and trigger follow-up tasks when prospects score hot or warm
3
Track each lead through Tallyfy's 9-step process with real-time visibility into where every prospect stands in qualification
Import this template into Tallyfy

Process steps

1

Collect prospect contact information

4 hours from previous step
task
Record the lead source, full contact details, and initial interest level. Complete prospect data upfront enables more effective BANT qualification conversations and helps sales reps personalize their approach.
Form fields in this step
First name
Last name
Phone number
Email
Company name
Industry
If 'Other', please describe below
Use case / Requirement
2

Apply initial qualification criteria checklist

8 hours from previous step
task
Check if the prospect meets your minimum qualification requirements before investing time in BANT analysis. Verify company type, location, and size against your ideal customer profile to quickly filter out poor fits.
Form fields in this step
Select criteria application to the prospect
What is the deal size?
3

Route unqualified lead to partner network

1 days from previous step
task
When a prospect doesn't meet your qualification criteria, maintain the relationship by referring them to partner companies who may be a better fit. This builds goodwill and creates potential future referral opportunities.
Form fields in this step
What is the annual contract value?
4

Prospect qualifies - Call prospect

24 hours from previous step
task
Prospect Details:
Name: {{first-name-7643839}} {{last-name-7643841}}
Company Name: {{company-name-7643836}}
Phone: {{phone-number-7643837}}
Requirement: {{use-case-requirement-7643834}}
Deal Size: {{what-is-the-deal-size-7643831}}
5

Capture lead source and initial interest

4 hours from previous step
task

Purpose: Document lead origin and context for personalized outreach.

Record where the lead came from (website, referral, event, campaign), their initial contact details, and any expressed interest. The more context you gather upfront, the better your qualification conversation will be. This data also helps track marketing ROI.

6

Assess NEED - Problem and fit analysis

48 hours from previous step
task

BANT Component: NEED

Determine if this lead matches your ideal customer profile and has the problem you solve. Key questions to ask:

- What challenges are they currently facing?
- What solutions have they tried before?
- What would success look like for them?
- How urgent is solving this problem?

Not every lead is worth pursuing. Focus on those with genuine pain points you can address.

7

Evaluate BUDGET and AUTHORITY

72 hours from previous step
task

BANT Components: BUDGET + AUTHORITY

Budget Questions:
- Has budget been allocated for this initiative?
- What's the expected investment range?
- Who controls the budget approval?

Authority Questions:
- Are you the decision maker for this purchase?
- Who else needs to be involved in the decision?
- What's your typical buying process?

Chasing leads without budget or authority wastes everyone's time. If the contact isn't the decision maker, find out who is and get them involved early.

8

Determine TIMELINE and urgency

96 hours from previous step
task

BANT Component: TIMELINE

Understand when they need a solution and what's driving their timeline:

- When do they want to implement a solution?
- Is there a specific event, deadline, or milestone driving urgency?
- What happens if they don't act by that date?
- Are there any contract renewals or budget cycles to consider?

Leads with no clear timeline often stall indefinitely. Prioritize deals with real urgency and concrete deadlines.

9

Score lead and determine next action

120 hours from previous step
task

Final BANT Assessment and Routing

Based on the BANT criteria collected, rate the lead:

HOT Lead (All 4 BANT criteria met):
- Route to sales immediately for demo/proposal
- Schedule follow-up within 24-48 hours

WARM Lead (2-3 criteria met):
- Add to nurture sequence
- Schedule check-in in 2-4 weeks
- Provide educational content

COLD Lead (0-1 criteria met):
- May not be worth pursuing now
- Add to long-term nurture or archive

Document your assessment, lead score, and specific next steps in your CRM.

Related templates

Ready to use this template?

Sign up free and start running this process in minutes.

Get started free
Follow Tallyfy