PROSPECT MANAGEMENT
Client Company Name
*
Client Contact
*
TES Manager
*
Chris Hobley
Steve Smith
Molly Burke
Paul Farmer
Wesley Shilton
This entry is to:
*
Schedule a service call
Manage a prospect
Current Status
*
Awaiting initial contact
Contact made - Awaiting meeting
Meeting attended - No work proceeding
Meeting attended - TES activity required
Awaiting follow up meeting
Awaiting customer feedback
Awaiting customer PO
Complete - No sale
Complete - PO recieved
Job Description
*
Reference Number
*
Approx Contribution
Approx Delivery
only required after customer feedback
January
February
March
April
May
June
July
August
September
October
November
December
Probability of Win
*
10%
25%
50%
75%
90%
Internal Tasks
CRS
Not due
CRS Required
Complete
CRS Rec Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
CRS Allocation
AM
BL
MB
MH
Operations (DM)
PCF
CRS Complete
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
RS1
Not due
RS1 Required
Complete
RS1 Rec Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
RS1 Allocation
AM
BL
MB
MH
Operations (DM)
PCF
RS1 Complete
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
BOM
Not due
BOM Required
Complete
BOM Rec Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
BOM Allocation
AM
BL
MB
MH
Operations (DM)
PCF
BOM Complete
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Proposal
Not due
Proposal Required
Complete
Prop Rec Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Prop Allocation
AM
BL
MB
MH
Operations (DM)
PCF
Prop Complete
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Quote
Not due
Quote Required
Complete
Quote Rec Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Quote Allocation
AM
BL
MB
MH
Operations (DM)
PCF
Quote Complete
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Review Date & Notes
Next Review Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Date of Last Meeting
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
General Notes
*
Historical Notes
Submit
Should be Empty: