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  • Prospect Validation Sheet

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    Arun Prasaath
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    This document is a prospect validation sheet for a potential customer. It collects key information about the customer's needs and buying process. Specifically, it asks about the reason for buying, timing, financial status, intended use of the product, decision makers, understood benefits, evaluation criteria, cost justification, necessary proof of funds or proposal, and contact details. This ensures the sales representative understands the customer's requirements and can qualify them as a legitimate prospect.

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    This document is a prospect validation sheet for a potential customer. It collects key information about the customer's needs and buying process. Specifically, it asks about the reason for buying, timing, financial status, intended use of the product, decision makers, understood benefits, evaluation criteria, cost justification, necessary proof of funds or proposal, and contact details. This ensures the sales representative understands the customer's requirements and can qualify them as a legitimate prospect.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views4 pages

    Prospect Validation Sheet

    Uploaded by

    Arun Prasaath
    This document is a prospect validation sheet for a potential customer. It collects key information about the customer's needs and buying process. Specifically, it asks about the reason for buying, timing, financial status, intended use of the product, decision makers, understood benefits, evaluation criteria, cost justification, necessary proof of funds or proposal, and contact details. This ensures the sales representative understands the customer's requirements and can qualify them as a legitimate prospect.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    PROSPECT VALIDATION SHEET.

    1.
    Reason for Buying
    1
    Timing
    Financial Status
    Have funds
    Amount
    What is the M/C going to be used for?
    1.
    Finance
    Sanctioned/budgeted
    Ho?
    Buying !rocess?
    1.M.D has to take the decsons
    "ate Com#
    Benefits $nderstood by Customer %&
    '&
    (&
    )&
    *&
    +,aluation Criteria-Customer S#ec&
    Cost .ustification-/es/0o
    1i2ely numbers Comments
    !rice
    Com#t&Acti,ity
    "/R/3
    Buying #rocess
    Any 4ther
    0ecessary !roof
    5"emo 5Third !arty 5!ro#osal 54ther
    0ote
    ! DAIL" REPORT !
    Date! Da#!
    Custo$e% Na$e &
    Add%ess
    Contact Pe%son Ca''
    T#(e
    P%oducts Status
    Call Ty#e
    Sus#ect
    !ros#ect
    Cust&Care
    Collection
    Tota' Ca''s
    "emos
    4rders
    : SUSPECT CARD :
    Date: Day:
    Company: Prospect Record Model QTY
    Address: Sales Person/Territory Date Suspect Call
    Branch District
    Phone Numer Terms !tc
    Main "roup Business Type Account N#
    Total No #$ !mployees N#% #$$ice Sta$$
    Contact
    Title
    &mportance
    D/R/&
    Competiti'e !(uipment #r Process A"! M C ) Documents Copied/Remar*s
    +oer
    Copier
    Duplicatin,
    Carons
    Printin,
    Application
    So$t-are Paper T#TA./01

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