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Assessment: Are You PREPARED for your FIRST Meeting with a Prospect?

We created this simple assessment to help you discover How Prepared you are for your next ‘Sales Meeting with a prospect’. More importantly, it’ll help you figure out what else you need to do to be ready for the meeting.

Click the button below to start.

Start

Question 1 of 16

Do you know what your prospect is looking to achieve?

A

Yes

B

No

Question 2 of 16

Do you know your best possible outcome?

A

Yes

B

No

Question 3 of 16

Do you know who you're competing with for the business?

A

Yes

B

No

Question 4 of 16

Do you know if your prospect has any existing relationships with competitors?

A

Yes

B

No

Question 5 of 16

Do you know what the catalyst was for the meeting? (e.g. Inbound interest or Outbound sourced lead)

A

Yes

B

No

Question 6 of 16

Do you know precisely who makes the decision to buy?

A

Yes

B

No

Question 7 of 16

Do you know when the buying decision will be made?

A

Yes

B

No

Question 8 of 16

Do you know the buying criteria for the prospect to make a decision?

A

Yes

B

No

Question 9 of 16

If your sales process requires others in the business or external partners to support you - have they committed to supporting you to win this opportunity? 

A

Yes

B

No

C

Not Applicable

Question 10 of 16

Are you clear on the expectations you will set for next steps at the end of the meeting?

A

Yes

B

No

Question 11 of 16

Have you considered what friction you might face? Have you a plan to mitigate it?

A

Yes

B

No

Question 12 of 16

Have you considered how you will overcome possible obstacles?

A

Yes

B

No

Question 13 of 16

Do you know how you intend to share a mutual road map outlining the remainder of the evaluation?

A

Yes

B

No

Question 14 of 16

Do you know how you will confirm commitment for the remainder of the evaluation with the prospect?

A

Yes

B

No

Question 15 of 16

Do you know how your prospect will measure success?

A

Yes

B

No

Question 16 of 16

Do you know how you will measure success?

A

Yes

B

No

Confirm and Submit