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Juan’s Consulting Playbook
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Finding Customers

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Problem statements

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As you connect with the potential customer over several conversations, capture the list of challenges they face in the Customer Problems table below.
Once you have a good set of customer problems, create a draft of a proposal.
Select a customer problem and click the Create Draft Proposal button to create a new draft under the Proposal template navigation item.

Select customer problem:
Needs a better way to track sales leads

Create Draft Proposal
Customer Problems
Problem Title
Customer
Importance
Details
1
Needs a better way to track sales leads
Chris Andrews
Open
2
Needs to engage customers after closing a sale
Moira Boise
Open
There are no rows in this table

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Map customer problems with experts on your team. You can map more than one team member to each problem.
Problems To Expertise
Problem TItle
Expert
Our Competency
Description
1
Needs a better way to track sales leads
Samantha Timmerman
Open
2
Needs to engage customers after closing a sale
Ted Smith
Tiffany Tweeds
Open
There are no rows in this table

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