Qualify an opportunity before issuing a binding quote

Reinforce BANT/MEDDIC-style qualification from enterprise-sales training. A priced quote is not sent before economic buyer, champion, and scope are logged.

  1. Confirm the economic buyer and their authority.
  2. Identify a champion who will sell internally.
  3. Log the quantified pain and success metric.
  4. Confirm budget range or funding path.
  5. Confirm decision process and date.
  6. Select only approved SKUs and discount bands.
  7. Generate the quote from the controlled price book.
  8. Send the quote.
  9. Schedule the next committed meeting.