We build your prospect lists, start the conversations, and check every lead for budget, authority, need and timing. Your team only gets the ones worth a call.
We had a great call, then found out he can't sign anything.
Reps book whoever picks up. The office manager or the junior marketer is friendly and curious, but the person who signs the contract never joined the call. Authority has to be asked about before the meeting, not discovered after it.
Marketing sends us 200 leads a month and maybe ten are real.
A form fill or an ebook download is a sign of interest, not a sign of a project. Without someone calling those leads and asking real questions, sales treats them all the same and stops trusting marketing.
Everyone loves the proposal, then says maybe next year.
Need without timing is a nice chat. If nobody asked what happens when, or what is driving the change this quarter, the deal was never in your forecast to begin with.
Our lists are from a data tool and half the numbers bounce.
Bought or exported lists age fast. People change jobs, numbers go dead, and your reps burn their first hour every day on records that never had a chance.
Compared with waiting even one hour longer, across 2,241 US firms audited. Harvard Business Review, 2011.
Among firms that responded at all within 30 days. Harvard Business Review, 2011.
About 2.1% a month, per MarketingSherpa data in HubSpot's database decay simulation.
Every week a lead waits, or sits on a stale list, you are paying for a conversation that gets harder to have.
We do the list work, the calling and the questioning. You get a short list of people who can buy, want to buy and have a reason to buy soon.
We start from your best three customers: industry, headcount, metro, job title, and the trigger that made them buy. Lists are built in Apollo.io or your data tool, then checked by hand before a single dial.
If you already get form fills or demo requests, we call them while they still remember filling out the form. Speed is the cheapest qualification tool you have.
Budget, authority, need and timing are captured as fields in your CRM, not buried in a note. Your closer opens the record and sees exactly where the lead stands.
We agree on what makes a lead sales-ready before launch. Leads that miss a box go into nurture with a reason and a follow-up date, not into the trash.
We test openers and qualifying questions against each other and keep what gets honest answers. You see what changed and why in the weekly report.
BANT came out of IBM's sales organization, which needed a fast way to tell serious buyers from window shoppers when it was selling expensive mainframes. It stands for Budget, Authority, Need and Timing. It is old, and it still works, as long as you ask the questions like a person and not a form.
We score each letter as yes, partial or no, and write the buyer's own words next to it in your CRM. That is what makes the hand-off useful.
Half of all fights between marketing and sales come from fuzzy words. Before we make a single call, we agree with you on three definitions and put them in your CRM as lifecycle stages.
Each qualified meeting arrives with a brief that covers: company and headcount, the contact's title, the problem in their words, what they use today, who else is involved, the timing driver, and anything that might slow the deal. Your closer should be able to read it in two minutes and walk in prepared.
Leads that fall short are not thrown away. They go back into a follow-up sequence with a reason code such as "no budget until Q3" or "wrong contact, referred to CFO", so you can see exactly why they didn't make it.
BANT is a qualifying filter, not a full sales method. For most deals our clients sell, such as a cleaning contract, a managed IT agreement, a staffing order or a freight lane, it is the right amount of process for a first conversation.
For larger or longer deals, we add a few questions borrowed from frameworks like MEDDIC and CHAMP: what success looks like in numbers, what the approval process is, and who might block it. We don't try to run your whole discovery call. We get far enough that your closer starts at step two.
We also tune the bar to your capacity. If your closer has open slots every day, we may pass leads that have need and authority but fuzzy timing. If your calendar is packed, we tighten the rules so only the hottest leads get through. You decide, and you can change it any week.
The goal is simple: no closer should ever leave a meeting thinking, "Why was that on my calendar?"
About two to three weeks from first call to first dials. The full process →
01We learn your offer, your best customers and what a good meeting looks like for you.
02We build your ideal customer profile, pull and verify target lists, and write call and email scripts for your market.
03Calls, emails and LinkedIn go live in your prospects’ business hours, under one partner’s watch.
04Every week you see calls made, conversations held and meetings booked, straight from the CRM.
Before Trifecta, Safiya turned inbound marketing-qualified leads into sales-qualified leads at a US business-services firm, the same MQL to SQL work this service runs for you.
At a US business-services firm, Safiya sat between marketing and sales. Inbound marketing leads came in; she called them, qualified them on need and fit, and passed only sales-ready leads, with notes, to the sales reps. The rest were logged and nurtured.
Led by Safiya Abdulsalam →
Trifecta is a new agency. These are the partners’ own past roles, shared with their permission and without naming the employer. See the full track record.
Growth SDR fits best if you want list building and steady qualification across calls, email and LinkedIn; owners who mainly need booked, BANT-checked meetings can start on Pipeline Starter.
For owners who need booked meetings now
For teams ready for steady outbound
For companies building a sales function
Either. We can build lists from scratch in Apollo.io or your data tool, work your inbound leads, or both. Most clients start with both, so inbound gets fast follow-up and outbound fills the gaps.
Not when it is asked well. We ask what the problem costs today and whether money is set aside to fix it. Buyers with a real project answer that easily. The ones who bristle usually weren't going to buy.
We research the org before we call, then ask who else would weigh in. If we are talking to an influencer, we ask for an introduction to the person who signs and log both contacts.
They get a reason code and a follow-up date in your CRM. A lead that says "not until next quarter" is still worth a call next quarter. You keep all the data.
Yes. We review the rules with you on the weekly report. If your closer says a type of lead isn't closing, we tighten that rule the next week.
BANT is the base because it is fast and easy for everyone to understand. For bigger deals we add questions about the approval process and success metrics, borrowed from frameworks like MEDDIC.
Yours. The team has worked in HubSpot, Salesforce, GoHighLevel and Zoho. BANT fields, notes and call outcomes go straight into your records. If you don't have a CRM, see our CRM setup service.
Book a strategy call. We'll look at your current leads, agree on what qualified means for you, and show you how we'd run it.
