Step 1 – Agree definitions
Sales and marketing should write down what counts as adequate budget, true authority, real need, and acceptable timing for each offer. Update the sheet every quarter as prices or segments change.
Step 2 – Build discovery questions
Equip SDRs with direct but polite lines:
- “Have funds been set aside for external architects?” (Budget)
- “Who else is involved in approving design partners?” (Authority)
- “What challenges are blocking planning permission?” (Need)
- “When must construction start to meet investor targets?” (Timing)
Step 3 – Add BANT tags to CRM fields
Create yes/no or numeric fields for each letter. Requiring entries before moving a deal to the next stage forces consistent qualification and produces data that marketing can analyse.
Step 4 – Feed lessons back to marketing
If sales flags timing as the frequent blocker, marketing can shift campaigns closer to fiscal-year budgeting windows. If need scores are low, content can highlight pains the market has not yet recognised.
Step 5 – Iterate and refine
Quarterly reports should compare closed-won deals against their BANT scores. Tighten definitions where low-BANT leads still close or loosen where high-BANT leads stall BANT is a guide, not a law.
Conclusion
BANT keeps both sales conversations and marketing campaigns focused on prospects who can buy, want to buy, and are ready to buy. Apply the checklist early, log the answers, and refine criteria over time; your pipeline will shrink in size but grow in accuracy and deals will move faster from first call to signed contract.