Use case: Lead qualification

Lead Qualification — BANT and Sales Readiness

Short surveys to qualify leads: budget, authority, need, timeline. Branch by score and push qualified leads to CRM or sales.

Launch qualification survey See pricing

Branchingby answer

CRMwebhook

14 daysfree trial

SurveyNinja · Lead qualification

How many employees are in your company?

1-10 people

11-50 people

✓ 51-200 people Selected

200+ people

Next question

85/100

lead score

34%

SQL conversion

2 min

completion

Hot lead identified

Alex P. · 51-200 employees

Hot lead

Where lead qualification fits

BANT-style

Budget, authority, need, timeline in a short form.

Branching

Skip or ask more based on answers; score the lead.

Integrations

Webhooks or Zapier to send hot leads to CRM.

At events

QR on booth — visitor fills quiz on tablet or phone. Lead in CRM with segment.

Demo request forms

Qualify budget, team size and use case before booking a call so sales starts with context.

Partner and channel leads

Capture source, partner or campaign and route leads by region, ICP or acquisition channel.

How lead qualification works in SurveyNinja

BANT-style

Ready BANT-style template. Customize questions.

Logic

Branch by answer. Score and route qualified leads.

Integrations

Webhook to CRM. Pass UTM and lead data.

Dashboards

See qualified vs not. Export to CSV.

UTM and source

Pass UTM and campaign. See which channel brings qualified leads.

Lead scoring

Assign points and thresholds. Hot leads go straight to sales while lower-fit responses stay in nurture.

How it works

Create survey

Use BANT or custom. Add branching and scoring.

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Send to leads

Link in ad, landing page or email. Track UTM.

Route and view

Webhook sends qualified to CRM. Dashboard shows all responses.

Frequently asked questions

What is BANT?

Budget, Authority, Need, Timeline — framework to qualify sales leads.

Can I push qualified leads to CRM?

Yes. Use webhooks to send each response to your CRM with score and answers.

Can I branch by answer?

Yes. Show different questions based on answers. Score at the end.

Can I pass UTM to CRM?

Yes. UTM and source are in the survey URL. Webhook sends them with the lead to your CRM.

How do I score leads?

Use logic: assign points by answer. At the end, total score. Send only above threshold to CRM.

Can I route leads to different reps or pipelines?

Yes. Use score, region, company size or source in webhook logic to send each lead to the right owner, queue or CRM pipeline.

Other use cases

Customer feedback

Collect feedback after purchase, support or product use. Alerts on low scores

CSAT surveys

Measure customer satisfaction 1–5 after each touchpoint. Track trends

Churn surveys

Learn why customers leave. Auto survey on cancellation or return

Concept testing

Test ideas before launch: logos, names, packaging. A/B with randomization

Employee engagement

Pulse surveys, eNPS, 360. Anonymous, with analytics by department

NPS tracking

Track customer loyalty over time. Auto NPS, segments, alerts for detractors

Market research

Demand analysis, segmentation, pricing research. Data for strategy

Event feedback

QR or link after conference, webinar or training. Rate content and speaker

UX testing

SUS questionnaire, prototype testing, design A/B. No lab needed

Academic research

Survey for thesis or paper. Free, anonymous, export to Excel

Service quality

Ratings after store, office or branch visit. Auto send via QR or link

User onboarding

Short surveys during onboarding. Personalization and lower churn

Post-purchase survey

Send 1–3 days after order. Product and delivery rating. Alert on low score

Product feedback

Feature ratings, priorities, ideas. Embed in product, segment by user_id

Exit survey

Survey when customer or employee leaves. Churn reason, anonymous for HR

Training feedback

Rate workshops and webinars: trainer, materials, value. QR at end, anonymous

Launch lead qualification in minutes

Free trial. Branching and webhooks.

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