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Pre-Call Strategy Briefing

To maximize our meeting, please provide a few details about your current sales operations. This will allow me to pull industry data and potential target accounts before we go on the call.

How many full-team members are in your firm

*

How many full-team members are in your firm

A

<5

B

6-10

C

11-20

D

20+

Average Annual Value per Client

*

Average Annual Value per Client

A

<$5k

B

$5k-$25k

C

$25k-$100k

D

$100k+

Approximate Annual Firm Revenue (Optional)

A

<$500k

B

$500k-$1M

C

$1M-$3M

D

$3M-$10M

E

$10M+

If you had qualified prospects coming in, how many new clients could you realistically onboard per month?

*

If you had qualified prospects coming in, how many new clients could you realistically onboard per month?

A

1-2

B

3-5

C

6+

Who currently handles sales calls?

*

Who currently handles sales calls?

A

Owner/Partner

B

Sales Team

C

Noone/not doing sales consistently

What made you look into outbound right now?

*

How ready are you to test a new outbound channel in the next 30 days?

*

How ready are you to test a new outbound channel in the next 30 days?

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