Discovery – Baseline (e)Baseline (existing) Form What's your email address?*What's your company name?*Tell us about your company, your history and your mission.*What does it mean to be a sales rep here? What’s your culture like? What are your shared core values?*What are the primary goals you wish to achieve with this engagement?*Which goals are your company currently working towards?*Which product(s) or service(s) will your team be selling?*Please describe the pricing in detail. If you have a pricing sheet (or similar) please drop it in the box below.*FileMax. file size: 120 MB.Are you selling this product or service already?*Please select an answerYesNoCan you describe some common "lightbulb" or "Aha!" moments when prospects realize that your product will be a good fit for them?*How long have you been selling it? How have the results been so far?*Are there past (or current) issues with sales reps you'd like to avoid in the future?*Are there any recurring issues with customers that you’d like to avoid in the future?*Are you finished developing this product or service?*Please select an answerNoYesWhat still needs to be finished? When is it ready for sales and shipping?*Please make sure you provide us with documentation explaining your product or service. You can drop it in the box below or in Google Drive.*FileMax. file size: 120 MB.Are you marketing or advertising for your current product?*Please select an answerYesNoe.g. blogs for SEO, pay-per-click ads, email newsletters, etc.Please describe all current marketing and advertising efforts*Are you planning to start marketing/advertising? What do you have in mind, and when would it begin?*What software or systems is your company using? Choose all that apply CRM (for tracking sales through deal stages) (e.g. HubSpot, Salesforce, Pipedrive) Targeting tool (for finding leads & contact information) (e.g. Leadfuze, LinkedIn Sales Navigator, ZoomInfo, Apollo) Prospecting tool (for automated outreach to targeted leads) (e.g. Reply, LinkedIn Sales Navigator, Apollo, Growbots) Phone system (for making and receiving phone calls) (e.g. VoIP or landline) Other (e.g. production software, logistics software, quoting software)Which CRM are you using? Which subscription tier?*Which targeting tool are you using? Which subscription tier?*Do you receive good, accurate leads? How much time do you spend per week using this tool?*Is the targeting tool integrated with any other software or systems?*Which prospecting tool are you using? Which subscription tier?*How much time do you spend per week using this tool?*Is the prospecting tool integrated with any other software or systems?*Please describe your current phone system.*Is the phone system currently integrated with any other software or systems?*Please describe your other software. Are they integrated with any other software or systems?*Any other comments?Δ
