Home
VIP Program
the complete course
Go to the Course
Get it for FREE
CSR Questionnaire
Client Discovery
Intake section for new prospect. Gather as much information necessary for sales team.
Name
First Name
Last Name
Company
Phone
Email
Lead Source
--None--
Client Referral
Customer Workorder
Drive-by
Employee Referral
McGraw Hill Network
Newspaper Article
ReproMAX Referral
Seminar/Conference
Television/Radio
Web Research
Word of mouth
Have Account?:
--None--
No
Yes
Gather Specifications
What is the project?:
Need mock up?:
--None--
No
Yes
Have in house design?:
--None--
No
Yes
Who work with?:
Deliverables
Location of project?:
Timeframe for project?:
Need us to install?:
--None--
No
Yes
Additional Notes
Project Notes (be detailed):
Send
Home
VIP Program
the complete course
Go to the Course
Get it for FREE
