Description
This form leads sales teams through a guided conversation that covers key areas of discovery including:
- Understanding The Current Situation
- Uncovering Motivations
- Life Story
- Budget/ Financial Considerations
- Next Steps/ Planning
Discovery/Inquiry Form
Best practices to lead prospects through a conversation that uncovers key wants, needs, motivators, decision making roles and timeframe as well as budgets. Use this tool to personalize tours and follow up activities to improve closing ratios.
