90 + Client and Prospect Questions
To improve your knowledge about your customers and prospects.
Client Profile
Name Company
Contact (Buyer)
Title
Category (A-B-C)
Revenue
Percentage of total revenues
Last contact
Next contact
Phone: Direct—Mobile—Office
Website / LinkedIn/Twitter
Address Mailing Address
Industry
ANZSIC Code (s)
Description
Client since
Source (where did they come from)
Professional Background
1. Describe your position.
2. How long have you owned or been with your company?
3. Describe your background—what did you do before you started, bought, or came into this business?
4. Describe exactly who the owner or owners are.
5. What people, books, and life factors have influenced and impacted you in your career? ...
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