Client's Prospects Profile Form

Client's Prospects Profile Form

Name of organisation:
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Website:
Office email:
Decision maker's name/Designation:
GSM/Direct line Ext:
Emal:
Type of industry e.g. Services, Food & Beverage:
Google search industry peculiarities:
What is trending in this industry:

Google search Organisation's top 3 current unique needs and recommend brand solutions below:

Rows	Top 3 Needs/Problems of Organisation	LAMID Brand Solution/s	Expected Brand Benefits (e.g. Money, Time, Sales, Public acceptance)
1
2
3
4
5

Subsisting Proposal:
Date of Proposal:

MonthDayYear
Brand/Proposal title:
What need/s in the above table does the brand/proposal meet?
Any specific useful information:

Method of contacting client

Rows	Contact type e.g. phone, letter, ams	Date	Assoc.
Contact 1
Contact 2
Contact 3
Contact 4
Contact 5

After EACH CONTACT, on a scale of 1-5 rank the strength of Prospect's interest in the brand, OR if uninterested, their appetite for alternatives/substitutes - give name of alternative in Outcomes tab of the next table.

Rows	5	4	3	2	1
Contact 1
Contact 2
Contact 3
Contact 4
Contact 5

Detailed information of outcomes of contact and next form of action

Rows	Brand/Proposal Title/s	Outcomes	Next Action
Contact 1
Contact 2
Contact 3
Contact 4
Contact 5

List 3 general needs/problem currently faced by the prospect's industry, and why it is important that they are pro-active about it:
List benefits to be gained by prospect if problem is addressed e.g. in terms of gains/savings in Naira, time, market share, industrial peace, more sales, public acceptance etc.
Name of proposal recommended

Frame your proposal outputs as key solutions to solving the problem mentioned above.

Rows	Output	Solutions
1
2
3
4
5

List LAMID's specific experience with similar organizations on that problem

Rows	Organisation	Experience
1
2
3

During the call (3 Min Max)

1. Introd: Your name and Company. Say 'We haven't met.'

2. Mention that you know they are busy and time-constrained so you wlll be brief and you do not intend to take their time either.

Rehash the key points in the Telephone Marketing Script as follows.
3 Say: You wish to request an opportunist to introduce some unique modern strategies for addressing key problems being faced by their: company, state, industry etc, or for taking their organisations to the next level. But first state the problems.
List at least 3 benefits to be gained by solving the problem.
State LAMID's specific experience on their problem:
Request that you wish to take the discussion further and request or recommend what decisions/outcomes you desire/expect next: e.g. request for appointment, request to dispatch proposal before next meeting etc by SPECIFIC DATE. Write action agreed upon:
After telephone contact, fill out the client marketing sheet and proceed to complete the next part.
Send proposal:
If No, what is your recommended next step action on the client meeting sheet. Select one from below.
i. Allow some time, specify how long
ii. Terminate discussions:
Iii. Others, please explain:
Date of action:

MonthDayYear
Date of contact:

MonthDayYear
If Yes, complete the following on proposal details:
Date proposal is expected:

MonthDayYear
Full contents and details of scope of work (Must design and approve handwritten road map before proceeding to complete section 4, same day):

First, design handwritten road map for proposal and obtain approval before full development.
Title:

TARGETS. State in bullet form the issues problems and specific activities:

Rows	Issue/s Problem	Content Solution	Activities
1
2
3
4
5

Duration:
Expected outputs solution to be addressed:
List LAMID's specific experience with similar organisations on that problem:
Fill Network file reference here nd submit for approval before developing full proposal:
Fill this section after full design Title/Name in proposal addressed to:
Delivery Date:

MonthDayYear
Ref. No.:
Name of Employer:
Receipt confirmed by:
Date of receipt:

MonthDayYear
Next action recommended:
Date for next action:

List benefits to be gained by organisation if problem is addressed e.g. in terms of gains/savings in Naira, time, market share, public acceptance, etc:
List key content solutions (per proposal) in your offer, useful for addressing identified problem. NOT MORE THAN THREE PROPOSALS.
Targets per proposal:
List LAMID's specific solution experience to similar organisations:
Venue:
Duration per proposal:
Methods:
Cost:
Title/Name of person the proposal is to be addressed to:
Delivery Date:

MonthDayYear
Proposal Code/Ref No.:
Name of courier
Proposal receipt confirmed by:
Date of receipt:

MonthDayYear
Next action recommended:
Date for next action:

MonthDayYear
Should be Empty: