Guide
AI Lead Qualification Checklist
A printable qualification checklist that blends BANT and MEDDIC with AI-surfaced signals. Use it on every discovery call.
6 min read Updated 2026-06-15
The 12-question checklist
Ask these 12. If the AI copilot answered 8+ before your call, you are ready.
- Confirmed budget band?
- Named economic buyer?
- Compelling event with a date?
- Metric they are trying to move?
- Current tool / workaround?
- Decision process documented?
- Champion identified?
- Blocker identified?
- Technical evaluator scheduled?
- Legal / security review path clear?
- Competitor in the deal?
- Next step booked in-call?
How to score it
10–12 green: forecast commit. 7–9: best case. Below 7: pipeline only. Update after every call. A copilot can pre-fill 6–8 of these before you even dial.
FAQ
Should I use BANT or MEDDIC?
Use both. BANT is great for early-stage qualification, MEDDIC for late-stage forecast rigor. The checklist above blends them.