{"id":"sales-bant-question-plan-table","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Plan BANT discovery questions as a 3-column table","free":false,"task":"Before your discovery call with Ridgeline Roofing, plan your questions with BANT. Make a markdown table with columns Field, What we know, Question to ask, and exactly 4 rows: Budget, Authority, Need, Timeline. Where your notes say nothing, write \"Nothing yet\" in the middle column. Every question must be open-ended (not starting with Do, Does, Is, Are, Can or Will). Under 130 words.","materialLabel":"Your pre-call notes (attached to your prompt automatically)","material":"Pre-call notes - Ridgeline Roofing (residential roofing, 3 crews, Boise)\nInbound demo request via website form, Nov 5:\n- Name: Glen Hartley, Owner\n- \"We lose track of estimates. Customers call asking where their quote is and nobody knows.\"\n- Company size field: 11-50 employees\n- How did you hear about us: \"My buddy at Summit Gutters uses you\"\n\nWebsite: they do 400+ roofs a year, offer free inspections, just added a solar install service.\nJob post on their site: hiring an office manager.\nGlen's LinkedIn: owner since 2015. Nothing about budget or tools they use now.\nLast year's storm season (per their blog) was \"our busiest ever,\" starts again around April.","rules":[{"type":"maxWords","max":130}],"mistakes":[{"title":"Getting a long question list","why":"The AI writes 15 questions under headings instead of one sharp question per field.","fix":"Give the shape: \"A table with columns Field, What we know, Question to ask, 4 rows: Budget, Authority, Need, Timeline.\"","checks":["r0"]},{"title":"Guessing the budget","why":"The AI fills gaps with assumptions like \"small business, likely tight budget\".","fix":"Add: \"If the notes say nothing, write Nothing yet.\"","checks":["r1"]},{"title":"Yes/no questions","why":"\"Do you have a budget?\" gets a one-word answer, and AI writes questions like that by default.","fix":"Add: \"Open-ended questions only. None starts with Do, Is, Are, Can or Will.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 130 words.","fix":"Cap each part instead, like \"each cell under 15 words,\" so the total lands well under 130.","checks":["maxWords"]}],"promptHints":[{"label":"Asks for a table","patterns":["table","columns"]},{"label":"Names BANT","patterns":["bant","budget.{0,40}authority"]},{"label":"Handles gaps","patterns":["nothing yet","don'?t (guess|assume)","if the notes"]},{"label":"Asks for open questions","patterns":["open.?ended","not yes.?no","don'?t start with"]},{"label":"Sets a size","patterns":["\\d+\\s*words","under \\d+","short","\\d+\\s*(sentences|lines)"]}],"hint":"Good discovery plans separate what you know from what you're guessing. Give the table shape, say what to write when you know nothing, and ask for open questions.","rubricLabels":["Is a table with columns Field, What we know, Question to ask and exactly 4 rows: Budget, Authority, Need, Timeline","The Budget row's What we know cell says \"Nothing yet\" (the notes say nothing about budget)","All four questions are open-ended: none starts with Do, Does, Is, Are, Can or Will"]}