Client Intake Form

Client Intake Form

Company Information (Please Complete)

Company Information Section (Please complete)

NOTE: If information is unavailable or does not apply, please enter N/A

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Company Name:*

DBA if applicable

Company POC*

POC Business Title*

Year Established*

Year Established

Company Website*

Headquarters Location (if applicable)*

Company Address*

Company Fax Number*

POC Email Addess*

POC Direct Phone Number*

POC mobile number*

Alternate POC*

Alternate POC Mobile Number*

Alternate POC Direct Phone Number*

Human Resources Section (Onboarding Package, if applicable)

Onboarding

Onboarding package, if applicable

Alternate Email Address*

Please describe benefits*

Additional sales resources available*

When you start a new sales rep, what is your onboarding process?*

Compensation

What is the starting salary?*

What is your current pay schedule?*

What are the incentive plans?*

Is there an expense account provided to the sales rep(s)?*

YesNo

What is your expense policy (if applicable)?*

What is the expense policy?*

How are pay raises established?*

Is there a bonus structure?*

YesNo

Are there commissions?*

YesNo

What is the commission breakdown?*

Are the performance reviews provided?*

YesNo

Can you provide an example review?*

YesNo

When is the review administered?*

What comes from the performance review?*

Pay RaiseBonusAnnual GiftNone Offered

Hiring Section

Current Staff

How many sales reps do you currently have?*

Is there a targeted goal for the number of sales reps within your company?*

YesNo

How many sales reps have you lost over the past 24 months?*

If so, what was the reasoning for the loss of staff?*

Job Description

What industry knowledge is required (experience)?*

Please describe

What is the work location?*

HybridIn-OfficeRemoteOther

If Other, Plese describe

Is there a job description available?*

YesNo

Cultural Dynamics

Describe your culture - What can your future teammate expect?*

Drive for results?*

YesNo

Reward and Recognition?*

YesNo

Do you have a retention issue with your team?*

YesNo

What is your average tenure for your employees?*

What is your work life balance philosophy?*

Are there certifications required or needed (if applicable)?*

YesNo

What licenses are required (if applicable)?*

Is there any testing required prior to employment or during employment?*

YesNo

Prospecting/Profit/Proposal Section

Lead Generation Section

How do you store your lead list?*

How far back do you record your leads?*

Lead Generation

How do you find your ideal client?*

How do you categorize your leads?*

Can you provide a list of former, cold, lukewarm, and hot leads?*

YesNo

How do you currently prospect for new business??*

Profit & Loss Section

What is the average revenue gained per sales contract?*

What is the average length of each sales contract?*

What is the desired profit margin percentage per contract?*

How long is your current sales cycle from bag to belly? (Start to Contract)*

Please provide a price list*

Services Offering

About us (what is your elevator pitch) -

Be thorough, but not wordy. Sell your company, what makes you "the right" choice for your potential customers.*

What is your suite of services?

Please summarize what your services are and describe what each of those services can provide for the client*

Please outline any additional value add offerings that can be presented to your clients?*

What is your value add?*

What are your walk away points from a potential client?*

Competition Section

Describe Your Competition

What does your competition do differently than you?*

What is their competitive advantage?*

How does their price list differ?*

If the competition were to take a client, how would they succeed?*

What are the weak points of your competition?*

What is the selling point against your competition?*

Sales Planning Section

What is your current sales process from start to finish?*

When is the busy time of the year for sales?*

When is the slow time of the year for sales?*

What is your territory focus?*

LocalRegionalNationalor all of the above

Do you have a territory planning document?*

YesNo

If so, can you please provide a most recent version?*

YesNo

What sales resources /tools are provided to the sales rep?*

Client Section

Who are your top 3 clients? This is a point of reference for future business.*

What are the service offerings that are being provided to each client?*

What was the selling point that brought them on as a client for your company?*

What is your company's elevator speech?*

Sweet spot client - describe your perfect client

Provide information regarding your ideal clients as this will support our lead generation and prospecting.*

Describe and outline the following:

What industry are your clients in?*

Are there other industries that could be integrated into our lead generation strategy?*

YesNo

What is the ideal size for a client? (please describe)

Ideal Annual Revenue*

Ideal Employee Size*

Ideal Number of Locations*

What is considered too large or too small?*

Geographic preference (if applicable)*

What would be their annual budgets or ideal spend on services per month/per year?*

Describe your walk away points from new business?*

Client Pain Points Section

Please provide a client pain point summary

Why do companies purchase from you?*

What are their critical needs?*

What are your ideal clients' pain points? (Be specific)

What do most of your clients need and that is most commonly your selling point?*

Please provide as many different selling points as possible. (Having 7 different pain points would be ideal)*

How do you sell against these particular obstacles?

For Example. . .*

If other obstacles are consistently present, what would they be, please describe

Client Points of Contact

Who are your best points of contacts within your ideal client?*

How do you typically initiate your first contact with the potential client?*

Services Bandwidth Section

How many clients can your current staff service?*

Length of time to onboard a new client?*

What steps are required to onboard a new client?*

What resources/technology are needed to onboard a client?*

Sales Script Section

Do you have examples of your sales script?*

YesNo

What is your "claim to fame" - (Describe what is your "golden nugget" sales pitch?*

What makes your company unique to the industry?*

Sales Collateral Section

What sales collateral is available - how many different options can be sent to the same client?*

Recurring Contact System (Tickle System)

How is your recurring contact system working? - *

How many touch points on average to close the sale?*

What are those touch points (Can you describe)?*

How are sales meetings normally administered?*

Onboarding Section

How do you onboard new clients?*

How long does the onboarding take?*

What are the responsibilities of the sales rep to complete the onboarding process?*

KPI Section

How many calls per day?*

How many connections per day?*

How many meetings per week?*

How many emails are sent per day?*

How many lunches per week?*

How many new contracts are to be made per week or per month?*

What has been your proven KPI formula to close deals?*

Reporting Section

Does your company use a CRM tool? (Customer Relationship Management Technology)*

YesNo

If so, what is the technology utilized?

What reports are you reviewing for your sales activity currently?*

How often do you review reports?*

Do you report the following information on a regular basis? If you do not, still try and provide a rough estimate.

How many clients (current)*

Average length of contract

Average revenue per sale*

Average new sales - per week - per month*

How is activity measured and monitored?*

Closing rate percentage

What is the closing rate within your current sales process?*