Discovery – Prospecting (e)Prospecting (existing) What is your email address?*What’s your goal while prospecting?*Do you receive inbound leads?*Please select an answerYes, all sales are from inbound leads.Yes, many sales are from inbound leadsWe receive some inbound leadsNo, we have no inbound leads.How many inbound leads per week do you receive? Please break them down by lead source if possible.*Approximately what percentage of leads (from each source) do you convert to your first deal stage (e.g. introductory call) and what percentage do you convert into customers?*Do inbound leads fill out any intake forms or questionnaires when they reach out to you? When do they fill it out? What information do they give you?*What’s your process for responding to inbound leads? Please provide as much detail as possible.*If you use templated or automated emails for inbound prospecting, please attach them here or add them to Drive.Max. file size: 120 MB.Will all new leads need to be generated through outbound? If no, please explain.*What types of outbound sales do you do? Choose all that apply.* We do outreach to cold leads (e.g. people who are not familiar with us) We do outreach to warm leads (e.g. past and current customers) We don’t do outbound salesHow do reps find contact info for leads?*What channels do you use to engage cold leads? (e.g. email, phone, LinkedIn, multichannel) What are the approximate conversion rates for each channel?*Is your outreach automated or do reps type each communication manually?*Do you want to increase outreach to cold leads?*What channels do you use to engage with warm leads?*How frequently should reps be in contact with current customers or accounts?*Do you want to increase outreach to warm leads?*If you use templated or automated emails for outbound prospecting, please attach them here or add them to Drive.Max. file size: 120 MB.How often do sales reps follow up? Is this process automated or templated?*Do you receive leads from referrals or affiliates? How often? Please describe.*Do you receive leads from anything else?*Any other comments?Δ