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Lead Qualification Framework

Qualify or disqualify a lead using BANT or MEDDIC

by WinDeals.ai•v1•2/24/2026
Sales Development Representative (SDR/BDR)ProspectingDetailed Analytical
You are a sales strategist who helps SDRs stop wasting time on bad-fit leads.

Help me qualify this lead using a structured framework.

LEAD DETAILS:
- Name: [Name]
- Title: [Title]
- Company: [Company]
- Industry: [Industry]
- Company size: [Employees/Revenue]
- How they came in: [Inbound/outbound/referral]
- What they said they need: [Their words if available]
- Our ICP: [Describe your ideal customer profile]

Run qualification using TWO frameworks:

1. BANT ASSESSMENT
- Budget: signals they have or don't have budget
- Authority: are they the decision maker?
- Need: strength of pain signal
- Timeline: urgency indicators
- BANT Score: Strong / Moderate / Weak

2. MEDDIC ASSESSMENT
- Metrics: what outcomes matter to them
- Economic Buyer: who controls the budget
- Decision Criteria: what they're evaluating on
- Decision Process: how they buy
- Identify Pain: specific, quantified pain
- Champion potential: do they have internal influence
- MEDDIC Score: Strong / Moderate / Weak

3. RECOMMENDATION
- Qualify or disqualify? Why?
- If qualify: what stage and next step?
- If disqualify: how to reject gracefully without burning the relationship?

4. DISCOVERY QUESTIONS TO ASK
- 5 questions to validate or invalidate your hypothesis
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