Lead Qualification Script

A short, friendly BANT-style script your chat or voice agent can run to qualify inbound leads and route them: hot to a call, warm to nurture, cold to a resource.

Format
Editable doc
Length
5 sections · BANT
Price
100% free
Setup
Copy or deploy

Copy the whole template, or grab a single block below.

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4.9·Free · No signup · Copy-paste ready
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5 ready-to-use sections

1

Opening

When to use: Set a friendly tone and earn permission to ask.

"Thanks for reaching out! So I can point you to the right thing, mind if I ask a couple of quick questions?"

2

Need

When to use: Find the real problem and what it costs them.

"What is the main problem you are hoping to solve right now?"

"What does that cost you today, in time, money, or missed sales?"

3

Authority

When to use: Learn who actually decides.

"Are you the one who will decide on this, or is there a team involved?"

4

Budget & timeline

When to use: Gauge how real and how soon.

"Do you have a budget range in mind, or are you still exploring?"

"When are you hoping to have this live, this month or this quarter?"

5

Routing

When to use: Send each lead to the right next step.

Hot (need, authority, and timeline): "This sounds like a great fit. Let me book you a quick call with [rep]. Here are some times: [slots]."

Warm (interested, no timeline): "I will send a short guide and check back. What is the best email?"

Cold or not a fit: "Got it. [resource] might help in the meantime. Reach out anytime."

Replace the [highlighted fields] with your own details. Free to use.

Do it in sem.chat

Qualify every lead automatically

sem.chat runs this script in chat, scores each lead Hot, Warm, or Cold, and routes them, booking the hot ones straight onto a calendar.

  • Asks your questions conversationally
  • Scores and routes every lead
  • Books hot leads onto your calendar

How to use this template

  1. 1

    Pick the three or four questions that matter most for your sale.

  2. 2

    Keep it conversational: ask one question at a time, react to the answer.

  3. 3

    Tag every lead Hot, Warm, or Cold and route them to the matching next step.

  4. 4

    Let sem.chat run the script in chat and write the answers to the lead record automatically.

Frequently asked questions

What is BANT?
Budget, Authority, Need, and Timeline, a simple framework for deciding how ready a lead is to buy.
Can an AI run this?
Yes. sem.chat can ask these questions naturally in chat, score the lead, and route it without a human.
Where do the answers go?
Straight onto the lead record in your CRM, deduplicated, so the right rep follows up with context.

Power it up with sem.chat

Everything you need to put this template to work.

Put this template to work in sem.chat

Drop it into sem.chat, train it on your business, and go live the same day. Free to start, no credit card.