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B2B Sales Qualification

Last edited 391 days ago by Alisina Fakhraei.

Base Questions:

What is your company name?
Type: Short Text
ID: Q1
Please provide your contact email:
Type: Email
ID: Q2
What is the size of your company?
Type: Single Choice
Options:
1-50 employees
51-200 employees
201-500 employees
501-1000 employees
1001+ employees
ID: Q3
What is your annual revenue?
Type: Number
ID: Q4
How critical is achieving these goals to your business success?
Type: Score
ID: Q5
Who are the other key stakeholders involved in the decision-making process?
Type: Short Text
ID: Q6

Questions with Sub-Questions:

What industry does your company operate in? Q7
Type: Dropdown
Options:
Technology
Healthcare
Finance
Manufacturing
Retail
Education
Other
ID: Q7
Sub-Questions:
If the user selects "Other" for Q7:
Please specify your industry:
Type: Short Text
ID: Q7A
If the user selects "Technology" for Q7:
What type of technology solutions does your company focus on?
Type: Multiple Choice
Options:
Software Development
IT Services
Cybersecurity
Hardware
Cloud Services
ID: Q7B
If the user selects "Healthcare" for Q7:
What segment of healthcare does your company serve?
Type: Multiple Choice
Options:
Pharmaceuticals
Medical Devices
Health IT
Biotech
Healthcare Services
ID: Q7C
If the user selects "Finance" for Q7:
Which financial services does your company provide?
Type: Multiple Choice
Options:
Banking
Investment
Insurance
Fintech
ID: Q7D
What are your primary business goals for the next 12 months? Q8
Type: Multiple Choice
Options:
Expanding customer base
Increasing revenue
Launching new products/services
Improving operational efficiency
Enhancing customer satisfaction
ID: Q8
Sub-Questions:
If the user selects "Expanding customer base" for Q8:
Which customer segments are you targeting for expansion?
Type: Multiple Choice
Options:
Small Businesses
Mid-Market
Enterprise
Government
Non-Profit
ID: Q8A
If the user selects "Increasing revenue" for Q8:
What strategies are you considering to increase revenue?
Type: Multiple Choice
Options:
Upselling/Cross-selling
Market Penetration
Diversifying Product/Service Offerings
Expanding into New Markets
ID: Q8B
If the user selects "Improving operational efficiency" for Q8:
What areas of operations are you focusing on for efficiency improvements?
Type: Multiple Choice
Options:
Supply Chain
Production
IT Infrastructure
Customer Service
ID: Q8C
If the user selects "Enhancing customer satisfaction" for Q8:
What aspects of customer experience are you aiming to improve?
Type: Multiple Choice
Options:
Customer Support
Product Quality
User Experience
Communication
ID: Q8D
What is your role in the decision-making process? Q9
Type: Single Choice
Options:
Decision Maker
Influencer
Evaluator
User
ID: Q9
Sub-Questions:
If the user selects "Decision Maker" for Q9:
How would you rate your authority in making purchasing decisions on a scale of 1 to 10?
Type: Score
ID: Q9A
If the user selects "Influencer" for Q9:
How much influence do you have over the final purchasing decision on a scale of 1 to 10?
Type: Score
ID: Q9B
If the user selects "Evaluator" for Q9:
How do you evaluate new products or services?
Type: Multiple Choice
Options:
Product trials
Vendor presentations
Peer reviews
Industry benchmarks
ID: Q9C
How soon are you planning to make a purchase decision? Q10
Type: Single Choice
Options:
Within 1 month
1-3 months
3-6 months
6-12 months
More than 12 months
ID: Q10
Sub-Questions:
If the user selects "Within 1 month" for Q10:
What is driving the urgency of your purchase decision?
Type: Short Text
ID: Q10A
If the user selects "More than 12 months" for Q10:
What factors might influence your timeline?
Type: Multiple Choice
Options:
Budget constraints
Market conditions
Internal approval processes
Other priorities
ID: Q10B
What is your estimated budget for this purchase?
Type: Number
ID: Q11

Prompt for AI Analysis:
"Evaluate the B2B sales qualification for the company named [Q1]. The company operates in the [Q7] industry with a size of [Q3] employees and an annual revenue of [Q4] dollars. The primary business goals for the next 12 months are [Q8], with a criticality score of [Q5] out of 10. The contact person is a [Q9] in the decision-making process, with a decision-making authority score of [Q9A] or influence score of [Q9B] if applicable. Other key stakeholders include [Q6]. The planned purchase decision timeframe is [Q10], with an estimated budget of [Q11] dollars.
Based on the business goals:
For expanding the customer base, the target segments are [Q8A].
For increasing revenue, the strategies considered are [Q8B].
For improving operational efficiency, the focus areas are [Q8C].
For enhancing customer satisfaction, the aspects of customer experience to improve are [Q8D].
Additional details:
The type of technology solutions provided are [Q7B] (if Technology).
The segment of healthcare served is [Q7C] (if Healthcare).
The financial services provided are [Q7D] (if Finance).
The urgency or factors influencing the purchase decision timeline are [Q10A] or [Q10B] (if applicable).
Provide a detailed assessment of the company's sales qualification, including potential fit, readiness to purchase, and recommended next steps for engagement."

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