gjfox.com Business Development Prospective Client Questionaire

Contact Name

First NameLast Name

Company Name

Contact Title

Email

example@example.com

Website Address

BUSINESS OVERVIEW - Please briefly describe your company and your primary business focus.

Current Business Challenges

What are your biggest business development or sales challenges today?

Generating Qualified Leads

Booking More Qualified Meetings

Improving Prospecting Results

SDR Hiring & Onboarding

SDR Training Programs

SDR Team Training

BDR Hiring & Onboarding

BDR Training Programs

SDR & BDR Sales Accountability

SDR & BDR Improved Opportunity Qualification

AI Sales Adoption & Best Practices

Sales Development Assessmant

Do you current have:

SDR or SDR Team

BDR or BDR Team

Dedicated Sales Team

Approximately how many Sales Professions are on your Team? (do not include management staff)

Goals & Objectives

What CRM platform do you use?

Do you believe you are looking for a review of your current CRM and CRM your process, training process and do you have a budget?

What are your primary goals of the next 12 months? (please check all that apply)

Other

Training & Development

Are you interested in: (please check all that apply)

AI Readiness Assessment

Are you currently utilizing AI tools within your sales process?

If other please list it here

What are your goals for AI adoption and do you have a timeline?

Are you utilizing a call intelligence platform?

If Yes please list it here (if Unknown leave it blank)

Do you have a budget in place for this prodject?

Additional Information - Is there anything else we should be aware of regarding your business goals and or challenges?

Next Steps

Upon reviewing your questionnaire, we will schedule a complimentary discovery consultation to discuss your goals, evaluate your current situation, and determine how Fox Business Development Solutions can best support your business growth, sales performance, and team development objectives. Feel free to reach out to Geoff, select the link below.

Schedule a Complementary Discovery Call with Geoff