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lead-qualification-playbook

Official

Qualify leads efficiently with BANT+.

Marketing & Sales#lead scoring#BANT#CRM#lead qualification#sales process#opportunity management
Authormicrosoft
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the lead qualification process, ensuring sales reps consistently gather critical information and make informed decisions about lead disposition.

Core Features & Use Cases

  • Structured Qualification: Guides users through the BANT+ methodology (Budget, Authority, Need, Timeline + Fit).
  • Data-Driven Scoring: Calculates a qualification score based on collected data.
  • Actionable Recommendations: Provides clear next steps, from converting to an opportunity to disqualifying.
  • Use Case: When a new lead comes in, use this Skill to ask targeted questions, assess their fit, score their quality, and determine if they should be pursued further or nurtured.

Quick Start

Guide me through qualifying this lead by asking BANT questions.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: lead-qualification-playbook
Download link: https://github.com/microsoft/dataverse-business-skills/archive/main.zip#lead-qualification-playbook

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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