The essential first requirement of any sales process

Customer Requirements Form - Appraisal/Qualification - the first concrete step

The first opportunity (without using a showroom sales system) to get recorded information on the prospect is at the appraisal. Most sales processes use this willing stage to achieve a full qualifying record of not only the part-exchange but the prospect buying framework.  To avoid memory loss due to the wealth of information required - all good operators use either a Customer Requirments form or a showroom system.  The best operators also use the opportunity as a closing tool - using the Customer Exit Interview

 

To download the file, click the link below.
cust req form.pdf