Prospect Meeting Questionnaire

$49.00

This document is a guideline to use before, during, and/or after a prospect meeting to help you ascertain a prospect’s needs clearly, understand what marketing initiatives the prospect is currently implementing, what past initiatives were tried, and what future initiatives will work best.

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Description

This document is a guideline to use before, during, and/or after a prospect meeting to help you ascertain a prospect’s needs clearly, understand what marketing initiatives the prospect is currently implementing, what past initiatives were tried, and what future initiatives will work best. It is to be used as guidance to ensure important questions are answered to identify whether a prospect will be a good fit for your company.

Sections include:

  • Overview – gathering data about the company, its products/servcies, the market, and experiences.
  • Existing clients/customers – Assess how well the company knows their client/customer base, what’s necessary to grow, and what initiatives are in place.
  • Prospective clients/customers – Understand ideal client/customer characteristics, evaluating best client/customer, and lead generation.
  • Strategic marketing – Defining the value proposition, vision, ROI measurements, and budget.
  • Marketing methods – Defining initiatives, sales team engagement, what works, what doesn’t, and metrics to achieve growth goals.

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