Investment Analysis Questionnaire
Company Name
Description of Business
Main Business Type
Detailed Line of Business
SIC Code
 
Current Situation
Annual Sales ($)  
Leads per Month (#)  
Average Sales Price ($)  
Average Discount (%) (enter 0 to 1.0)

Number of Sales People

  
 
After Sales Builders (Target Benefit Needed)
Average Discount Reduction (%) (enter -1 to 0 %)
Lead Conversion Increase (%) (enter 0 to 1 %)
 
Additional Information
How is your sales team perceived by prospects?
What are you doing to help them gain "Trusted Advisor" status?
Is sales process/approach quality and product/solution quality equal? (Y/N)
Do customers view them as equal? (Y/N)
Sales Training investment in last 12 mos. (Y/N)
If yes, what company?
Did training investment get needed results? (Y/N)
Other Issues/Questions:
 
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