Enterprise Methodology

TAG's CH.A.T. Methodology

What if qualification could do more than tell Sales whether a lead qualifies?

Introducing TAG’s CH.A.T. Methodology-a different way to capture the context behind a prospect’s buying situation.

CH

Challenges

What challenge is the prospect facing?

A

Approach

What are they doing or considering to address it?

T

Timeline

When do they expect to act?

The objective isn't simply to determine whether a prospect fits a qualification checklist. It's to give Sales a stronger starting point for a meaningful conversation.

The Question Behind CH.A.T.

A qualified lead can still leave Sales with questions.

01

What are they trying to solve?

Understand the business, operational, technology or strategic challenge.

02

What are they doing today?

Understand the current approach or solution.

03

Why change?

Explore why the prospect is considering a different approach.

04

When will they act?

Understand whether they are ready now, planning for later or exploring.

BANT vs CH.A.T.

From qualification criteria to conversation context.

BANTCH.A.T.
Budget · Authority · Need · TimelineChallenges · Approach · Timeline
Does the prospect meet the qualification criteria?What should Sales understand before the conversation begins?
CH.A.T. does not need to replace BANT. It can complement existing qualification requirements where the campaign calls for it.
CH.A.T. Is Not a Script

The framework is consistent. The conversation is not.

The three pillars remain consistent, but the conversation adapts to the client solution, target audience, industry, campaign objective, funnel stage and qualification requirements.

01Understand Objective
02Define Audience
03Define Qualification
04Customize Conversation
05Train
06Engage
07Capture
08Handoff
09Learn
01

Give Sales more than a contact record

Possible information: Lead Information, Qualification, Challenge, Approach, Timeline and Next Action.

02

Why CH.A.T. Matters

Help Sales prepare, prioritize conversations, ask more relevant questions and identify the appropriate next step.

03

Built for Enterprise Conversations

Ideal for complex technology solutions, enterprise software, cybersecurity, IT infrastructure, business transformation, longer sales cycles and multi-stakeholder buying environments.

Want to explore what CH.A.T. could look like for your campaign?

Tell us about your audience, solution and campaign objective.