2x Your Sales Discovery Session Intake Form

Please‌ ‌take‌ ‌2‌ ‌minutes‌ ‌and‌ ‌give‌ ‌ me‌ ‌a‌ ‌little‌ ‌background‌ ‌of‌ ‌your‌ ‌ business‌ ‌and‌ ‌a‌ ‌brief‌ ‌overview‌ ‌of‌ ‌ the‌ ‌products‌ ‌and‌ ‌services‌ ‌you‌ ‌ offer?‌

In one sentence, can you tell me specifically what you do for your customers/clients?

Describe your current customer... Is this your ideal customer or just the one you’re getting? If not, also describe your ideal customer.

Do you have a current customer avatar sheet that you could send me?

How big is your team? Both the marketing team and the company as a whole…

What is your #1 business goal right now at the company?

What were revenues last year and where do you expect to finish this year? Are things generally trending up, down, or flat?

What’s working really well? Or, what have you done recently that worked really well?

What do you believe you’re particularly good at? Please feel free to brag a little.

What’s not working as well as you would like?

What are some of the bigger challenges that are keeping you up at night?

In a perfect world, what are you hoping we can accomplish together? What’s your desired end result?

What’s your growth capacity? Specifically, how much revenue growth could you handle without having to make substantial investments in people or technology? 20? 50%? 100%?

Great, thank you for being so candid. One last question… Is there anything I should have asked about, or is there anything you like to share that you believe would be helpful or offer additional context? If so, please share that with me now…

2x Your Sales Discovery Session Intake Form

2x Your Sales Discovery Session Intake Form

Ray L. Perry

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2x Your Sales Discovery Session Intake Form

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Ray L. Perry

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