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Revenue Intelligence Intake

Section 1: Contact & Company Info

1. Full Name

*

2. Email

*

3. Company Name

*

4. Your Role/Title

*

5. Company Website

6. LinkedIn Profile

Section 2: Company Profile

7. Industry/Sector

*

8. Company Stage

*

9. Annual Revenue Range

*

10. Team Size

*

Section 3: Current State

11. What's your primary revenue challenge right now?

*

12. Current monthly/Quarterly sales targets

*

13. What CRM do you use?

*

14. Do you currently track these metrics?

*

14. Do you currently track these metrics?

Pipeline velocity

Win rate by stage

Sales cycle length

Lead-to-opportunity conversion

Average deal size

Customer acquisition cost

None of the above

Section 4: Sales Process

15. Average sales cycle length

*

16. Current win rate

*

17. Current sales methodolgy

*

Section 5: Desired Outcome

18. What does success look like in 90 days?

*

19. Which Revenue Intelligence tier are you interested in?

*

20. Timeline urgency

*

Section 6: Data Access

21. Can you provide access to the following?

*

21. Can you provide access to the following?

CRM export (opportunities, stages, close dates)

Sales activity logs

Win/loss data

Historical revenue data

I'll provide this after scoping call

Section 7: Additional Info

22. How did your hear about us?

*

Revenue Intelligence Intake

1. Full Name

2. Email

3. Company Name

4. Your Role/Title

5. Company Website

6. LinkedIn Profile

7. Industry/Sector

8. Company Stage

9. Annual Revenue Range

10. Team Size

11. What's your primary revenue challenge right now?

12. Current monthly/Quarterly sales targets

13. What CRM do you use?

14. Do you currently track these metrics?

15. Average sales cycle length

16. Current win rate

17. Current sales methodolgy

18. What does success look like in 90 days?

19. Which Revenue Intelligence tier are you interested in?

20. Timeline urgency

21. Can you provide access to the following?

22. How did your hear about us?

23. Anything else we should know?