SALES PROSPECTING SHEET

Client Background Information:

Name :
Address :
Contact :
Decision-Maker :

Sales Prospecting

[INSERT WHAT YOUR GOALS ARE IN CALLING THE CLIENT

Goals of the Call to the Client THAT IS INDICATED ABOVE AND HOW THESE GOALS
CORRELATE WITH YOUR RESTAURANT SALES GOALS]

[INSERT WHAT YOUR CLIENT'S GOALS ARE WHICH HE/SHE

Goals of the Client PROVIDES IN THE CALL YOU HAVE MADE TO THE SPECIFIED
CLIENT]

[INSERT LIST OF DETAILED INFORMATION AS TO HOW THE

Actions to take to help Client attain
RESTAURANT CAN HELP THE CLIENT IN ACHIEVING ITS
his goals
GOALS AS YOU HAVE INDICATED IN THE ABOVE ROW]

[INSERT LIST OF THE OBJECTIVES LAID OUT BY THE CLIENT

Objectives of Client IN THE CALL THAT WILL MAKE THE CLIENT ACHIEVE ITS
GOAL INDICATED]

[INSERT HOW YOUR COMPANY CAN RESPOND TO THE

Company’s Responses to OBJECTIVES LAID OUT IN ORDER TO ACHIEVE YOUR
Objectives CLIENT'S GOALS AS WELL AS YOURS WHICH WAS STATED IN
THE BEGINNING OF THIS SHEET]

[INSERT YOUR COMPANIES STRATEGIES IN CONTINUING TO

Strategies for Client's Satisfaction PROVIDE AND TO MAINTAIN YOUR CLIENT'S SATISFACTION
AS TO THE ACTIONS BEING TAKEN IN THIS SHEET]