Sales Reality Check Form: For Business Owners & Managers

First Name*
Surname*
Job Title*
Email*
Contact Number*
Company Name*
Address*
Address 1 Address 2 City County Postcode
Company Website*

Briefly describe your business*
Briefly describe your main role in the business*
How many employees in your business? (tick one of boxes below)*
- Sole Trader
- 2-9
- 10-24
- 25-49
- 50 plus
Who is the training for?*
- Me
- My sales team
- My customer services team
- Other (please provide brief description of their role/s)
Who is the Training For? - Other (Please specify)*
How many require training?*
Does the business have more than one location?*
- Yes
- No
How many locations?*
Are you based at?*
- Head Office
- Branch
Who are your main competitors?*
Briefly describe your current sales and marketing strategy?*
What is the USP (Unique Selling Point) of your business?*
If you are at an event/networking – how would you introduce your business to a new contact?*
What have you been most proud of achieving in or for your business this year? Ever?*
What would be your ideal outcome/s from a successful call to a client/prospect?*
- An order
- A meeting
- An opportunity to tender
Approximately how big is your current database of clients and prospects?*
- I don’t really know
- Approximately 20 – 200
- 201 to 1000
- 1000 plus
How do you currently manage your client and prospects contact notes and information?*
- On a CRM
- On a spreadsheet
- On post it notes around my desk
- In my head
What key factors are holding you/your sales team back? Tick all that apply*
- Lack of time to make calls
- Lack of confidence to make calls
- Lack of sales process/structure
- Not sure who to call and how to qualify and nurture leads
- I/they/we are working remotely
‘In an ideal world, how will your business look in 6 months, this time next year and in 3-5 years time?*
6 months 12 months 3-5 years

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