Primary Contact Information
Decision Maker
Budget Holder
Technical Evaluator
Opportunity Summary
Potential Value: ${Amount}
Qualification Status: {Status}
Confidence Level: {Level}
Budget Analysis
Budget Assessment
Budget Category | Status | Details | Validation |
|---|---|---|---|
Available Budget | |||
Budget Cycle | |||
Funding Source | |||
ROI Requirements |
"Insert budget holder quote regarding investment priorities"
Authority Mapping
Decision-Making Structure
Stakeholder | Role | Authority Level | Stance | Next Action |
|---|---|---|---|---|
{Name} | ||||
{Name} | ||||
{Name} |
Need Analysis
Business Needs Assessment
Need | Priority | Pain Point | Our Solution |
|---|---|---|---|
Primary Need | |||
Secondary Need | |||
Additional Need |
Critical Business Drivers:
1. {Driver 1}
2. {Driver 2}
3. {Driver 3}
Timeline
Key Dates & Milestones
Initial Contact
Need Identification
Solution Presentation
Decision Date
Implementation Start
Go-Live Target
BANT Qualification Tasks
Budget Verification
Confirm budget amount
noneValidate funding source
noneDocument approval process
noneAuthority Mapping
Identify key decision makers
noneMap approval chain
noneEngage stakeholders
noneNeed Confirmation
Document business impact
noneQuantify pain points
noneMatch solutions to needs
noneTimeline Planning
Confirm key dates
noneMap implementation timeline
noneIdentify dependencies
noneQualification Score
BANT Element | Score (1-5) | Notes | Required Action |
|---|---|---|---|
Budget | |||
Authority | |||
Need | |||
Timeline |
Next Steps:
Immediate Action: {Action}
Priority Focus: {Area}
Risk Mitigation: {Strategy}
