NAME*TITLEEMAIL ADDRESS* PHONE NUMBERCOMPANYSIZE OF BUSINESSTIME IN BUSINESSLOCATIONDEMOGRAPHICS / MARKET Help us get to know your businessWhat markets does your business operate in? Are there other markets you are interested in?What specific industries do you close the most deals or want to work with most?YOUR TARGET MARKETCompany SizeContacts (Job Titles)GeographyIndustriesIs there a broad target market we can reach out to?Example: Presidents of all industries and all revenue sizesIs there a niche target market we can reach out to?Example: CFOs of Pharmaceutical companies with revenue over $10 Mill.List some examples of your best clients (Name Drops):What are 3 main problems/pain points you solve for clients?OneTwoThreeWho are your top competitors and what are some key reasons given by a potential prospect regarding why they chose a competitor over your company?How do you currently market your business?What are your key differentiator's that clearly separate you from your competition?OneTwoThreeDo you have case studies?YesNoIf yes, how many?Do you have testimonials from clients that will support your value proposition?YesNoIf yes, how many?What are the Top 3 objections you face when selling your product or service?OneTwoThreeSALES & GROSS PROFIT Pipeline to ProfitWhat is considered a qualified lead for your business?Upon receiving a lead/new opportunity, what is your typical time to close (Sales Cycle)?What does a new customer mean to you?What revenue do you expect to see on average from a particular customer over the course of a year?One time sale OR monthly recurring revenue?One TimeMonthly RecurringWhat is your average margin on a new deal?What do you have to learn from your client before you can quote your service/product?What is your current cost for client acquisition and/or your current cost per qualified lead?Additional Notes Δ
