Qualification Scorecard Generator

By Jose A. Mora R. (ArturMoraRosero) (profile) · From Sales and Negotiation Prompts · License: MIT · Added October 28, 2026

Based on the following discovery call notes, generate a qualification 
scorecard using the BANT+ framework:

CALL NOTES:
[Paste your notes here]

Score each dimension (1-5) and provide justification:

1. **Budget**: Do they have funds allocated?
2. **Authority**: Is this the decision-maker or influencer?
3. **Need**: How urgent and significant is the problem?
4. **Timeline**: When do they need to decide/implement?
5. **Fit**: How well does our offering match their requirements?

Then provide:
- Overall score (/25) with Go/No-Go recommendation
- Top 3 risks to closing this deal
- Recommended next steps with specific actions
- Suggested proposal structure tailored to their priorities

Threshold: 
- 20-25: Strong opportunity — fast-track
- 15-19: Viable — needs nurturing
- 10-14: Weak — qualify further before investing time
- Below 10: Disqualify — refer to partner or archive

Fill in anything in [brackets] or {braces} with your own details first.

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