What is the qualification card on each lead?

Reviewed

Short answer

On Growth and above, every lead gets a card that sorts what they told the demo into a sales framework: SPICED to start, with BANT or MEDDICC if you ask us. Each field quotes the buyer's own words, and a field they didn't speak to is marked Not known yet instead of guessed.

The frameworks

Every link starts with SPICED. To switch to BANT or MEDDICC, talk to us: the evidence stays the same, and only the field names change.

  • SPICED: Situation, Pain, Impact, Critical event, Decision.
  • BANT: Budget, Authority, Need, Timeline.
  • MEDDICC: Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion, Competition.

Where the words come from

  • The demo form: what they want to solve, and the tool they use, shown as Uses HubSpot.
  • Their answers to the guide's discovery questions in a live demo, filed by what each question asked about.
  • The questions they asked. Pricing questions fill Budget in BANT, and questions about SSO, integrations, or the tool they use fill Decision in SPICED and Decision criteria in MEDDICC.
  • Sentences that name a deadline, a cost, the people who decide, or a team size, wherever they wrote them.
  • Facts about the demo, such as Watched the live demo to the end or Tried the product hands-on. In MEDDICC they fill Champion.

Quotation marks mark the buyer's own words. Facts about the demo and the tool they use aren't quoted.

Where you see it

  • In lead alerts by email and Slack, as a line like Qualification (SPICED, 3 of 5 known): with each known field, then the rest under Not known yet. An alert has no card until at least one field is known.
  • On the Leads tab, under each person's newest lead in Latest leads. It shows only the fields they spoke to, and a line of facts such as Watched the live demo to the end · Asked 2 questions.
  • On the Results tab, under Notes from leads, for recent leads who told the demo something. See reading your results.
  • In webhook events, as qualification. See sending leads to a webhook.

What it never does

It doesn't score leads, and it doesn't guess a budget, a deadline, or a decision maker nobody mentioned. A field stays unknown until the buyer says something that fits it.

It notes a buying group when someone names others who decide or sign off, such as our CFO or a security review. A buying group makes the end of a live demo offer your booking link.

Didn't answer your question?

Talk to us with your demo link and the email you signed up with, or write to hello@demopage.io. We'll answer, and add it to the Help Center.