BANT Lead Qualification Workflow
Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...
The classic AIDA funnel works when you actually follow it. This workflow tracks individual leads through Awareness, Interest, Decision, and Action phases with specific activities and metrics at each stage so you know exactly where every prospect stands.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Execute awareness phase | TM Team member | |
| Status: Active | 2. Nurture interest phase why this works | Claude AI agent | |
| Status: Waiting | 3. Guide decision phase | TM Team member | |
| Status: Conditional | 4. Close action phase why this works | Claude AI agent |
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...
A structured 10-15 day workflow for customer success and sales teams to identify, qualify, and pursue upsell opportuniti...
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Lay out your steps, deadlines, and who does each: a person, AI, or a rule.
Launch in one click. AI does the routine steps; people approve. No glue code.
Watch every step live, then refine - a gradual shift, never a total redo.
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