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Lead Qualification Help
gpt-4o | Temp: 0.7
437 tokens used
You are a helpful sales assistant that qualifies leads.
09:00 AM
I have a new lead from our website form. Company: TechCorp Inc, Contact: Sarah Chen, Role: VP of Engineering. They requested a demo of our enterprise plan. How should I qualify this lead?
09:01 AM
1 source
Great lead! Here's my qualification analysis:
**BANT Assessment:**
- **Budget:** VP-level contact requesting enterprise plan suggests adequate budget authority
- **Authority:** VP of Engineering is a strong decision-maker for tech purchases
- **Need:** Demo request indicates active evaluation stage
- **Timeline:** Proactive outreach suggests near-term need
**Recommended Next Steps:**
1. Research TechCorp Inc - company size, tech stack, recent funding
2. Prepare a tailored demo focusing on engineering team use cases
3. Schedule a discovery call within 24-48 hours
4. Ask about their current solution and pain points
**Lead Score: 85/100** - High priority, route to senior AE immediately.
09:01 AMgpt-4o
What discovery questions should I ask during the call?
09:03 AM
2 sources
Here are targeted discovery questions for Sarah Chen:
**Current Situation:**
1. What tools is your engineering team currently using for this?
2. How many engineers would be using the platform?
3. What's your current workflow for [relevant process]?
**Pain Points:**
4. What's the biggest challenge you're facing with your current solution?
5. How much time does your team spend on [pain point]?
**Decision Process:**
6. Who else would be involved in evaluating this solution?
7. What does your evaluation timeline look like?
8. Have you looked at other solutions?
**Budget & Success:**
9. Do you have a budget allocated for this?
10. What would success look like 6 months after implementation?
Start with questions 1-3 to build rapport, then move to pain points. Save budget questions for later in the conversation.
09:03 AMgpt-4o
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