Juan’s Consulting Playbook
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Finding Customers

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Problem statements

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
0
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

Map customer problems with experts on your team. You can map more than one team member to each problem.
Problems To Expertise
0
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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