What are your main roles?
What seems to be working?
What are some of the things that aren’t working?
What would you like to change or improve?
Tell me about the “need to improve your business”.
What has been the impact of the issues you have observed?
How would you like to see things different?
What would be the benefits be if we could help you obtain your ideal situation?
What value do you think we can help you with?
How do you see us fitting in at your company?
Tell me about the competition
How do you communicate initially with the potential clients? Email / Phone / Other? Please describe the general process.
Are there certain recurring situations / problems that happen during the client relationship building process / opportunity closing process? The CRM can be a great ‘problem solving tool’… List the main problem areas you see in your business process:
We can create professional email / document templates to improve efficiency in these areas. Simple emailing, to clients for example, can be very time consuming, adding to the 'client relationship building’ and/or ‘opportunity closure time'. Emails have to be well thought out, strategic, grammatically correct, polite, correct spelling etc... All of this can in fact take a lot of a sales persons time... I plan to create numerous email templates for the more 'typical' sales situations:
- Introductions,
- Initial meeting follow ups,
- Responses to requests for more information
- Submissions of proposals / quotes
- Follow ups - polite 'pushes'
- and so on...
Please provide me with some examples of these recurring situations related to your business processes / typical problems you / your team face, please list them below.
Client facing/negotiation problems:
Process related problems – internal (recording notes/meeting minutes, communications between teams members/depts, reporting etc):
Process related problems – external (documentation issues, client facing problems etc):
What other systems do you use in your business? (Outlook, Quickbooks, SAP)... Will integration be required?
Is there any other business process related information you feel is necessary?
Decision Making Process:
How will the finalists be chosen?
Tell me about the people that are currently involved.
How are you going to be using the proposal internally?
What would be some examples of great proposals?
Tell me a little about the budgetary requirements, how does pricing fit into you priorities?
How is the budget established?
What seems to be working?
What are some of the things that aren’t working?
What would you like to change or improve?
Tell me about the “need to improve your business”.
What has been the impact of the issues you have observed?
How would you like to see things different?
What would be the benefits be if we could help you obtain your ideal situation?
What value do you think we can help you with?
How do you see us fitting in at your company?
Tell me about the competition
How do you communicate initially with the potential clients? Email / Phone / Other? Please describe the general process.
Are there certain recurring situations / problems that happen during the client relationship building process / opportunity closing process? The CRM can be a great ‘problem solving tool’… List the main problem areas you see in your business process:
We can create professional email / document templates to improve efficiency in these areas. Simple emailing, to clients for example, can be very time consuming, adding to the 'client relationship building’ and/or ‘opportunity closure time'. Emails have to be well thought out, strategic, grammatically correct, polite, correct spelling etc... All of this can in fact take a lot of a sales persons time... I plan to create numerous email templates for the more 'typical' sales situations:
- Introductions,
- Initial meeting follow ups,
- Responses to requests for more information
- Submissions of proposals / quotes
- Follow ups - polite 'pushes'
- and so on...
Please provide me with some examples of these recurring situations related to your business processes / typical problems you / your team face, please list them below.
Client facing/negotiation problems:
Process related problems – internal (recording notes/meeting minutes, communications between teams members/depts, reporting etc):
Process related problems – external (documentation issues, client facing problems etc):
What other systems do you use in your business? (Outlook, Quickbooks, SAP)... Will integration be required?
Is there any other business process related information you feel is necessary?
Decision Making Process:
How will the finalists be chosen?
Tell me about the people that are currently involved.
How are you going to be using the proposal internally?
What would be some examples of great proposals?
Tell me a little about the budgetary requirements, how does pricing fit into you priorities?
How is the budget established?