BANT Lead Qualification Workflow
Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...
Most sales teams lose deals because they give up too early or follow up inconsistently. This workflow keeps your outreach cadence on track with a structured multi-touch sequence that turns cold prospects into warm conversations.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Prepare prospect list and identify target accounts | TM Team member | |
| Status: Active | 2. Research prospect background and company details why this works | Claude AI agent | |
| Status: Waiting | 3. Craft personalized outreach message and value proposition | TM Team member | |
| Status: Conditional | 4. Send initial outreach via email, phone, or LinkedIn why this works | Claude AI agent | |
| + 4 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...
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Lay out your steps, deadlines, and who does each: a person, AI, or a rule.
Launch in one click. AI does the routine steps; people approve. No glue code.
Watch every step live, then refine - a gradual shift, never a total redo.
Sign up free and start running this process in minutes.