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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.

Categories: Downloads, Forms, Sales & Occupancy Growth
  • Description

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

Related products

  • Getting More Professional Referrals

  • How To Make an Impact with Creative Follow Up

  • Website Pet Peeves

  • Daily Happenings, Concierge Communication

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