Initial Buyer Team Overview Logo

  • Initial Buyer Team Overview

    The purpose of this survey is to collect as much known buyer team information as possible to give us context on who is participating, influencing, and making decisions about this deal from the buyer’s perspective.

  • Overview

  • Part of winning any deal is knowing and having an understanding of the person/people you’re dealing with on the other side of the table. The more clearly you understand how they approach conversations, how they negotiate, what makes them feel seen, heard, and valued…the more you are able to cater your pitch to be received in a favorable way.

    When making your selections on the next page, think about what you’ve observed and what you’re heard from each person on the buyer team that you’ve had contact with up to this point.

    This is not an exact science, so don’t spend too much time on second-guessing your answers. This just serves as a baseline for us to start forming buyer team personas as we move forward and prepare our strategy for a successful pitch and winning the deal.

  • Who is participating in the client sales calls (buyer/client team)?

    Name, Title, Background & Role in buying decision (please include info for each member of the buyer team)
    • 1. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 2. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 3. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 4. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 5. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 6. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 7. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 8. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 9. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

    • 10. Buyer Team Info 

    • The categories below will help us better create the right “avatar” for this member of the buyer team, based on what you’ve already seen or experienced with this person. Remember that this isn’t an exact science, you’re just providing insights and assumptions for us to continue to build off of. For each of the categories, please select the 3 options that most closely describe the person you are rating.

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