Setter Confirmation Call Form
Please Fill Out As Thoroughly As Possible To Prepare The Closer For The Demo Call
Setter Name
*
Time Of The Demo Call
*
Prospect Name
*
Main Pain Points
*
Main Goals/Desires
*
General Info About Prospect
*
Are They Financially Qualified
*
Yes
No
What Level Of Urgency Do They Have To Implement Something Like This/Make A Change To Their Current Situation
*
ASAP
Within 1-2 Weeks
Within 1-2 Months
Just Want To See If It's A Good Fit At All
What Is The Leadership Structure Of The Business
*
They Are The Sole Business Owner
They Have Business Partner(s)
They Have A Board Of Directors
They Are The Sole Business Owner But Have Other Decisions Makers
Will All Decision Makers Be Attending The Call
*
Yes
No
Give The Prospect a Rating On How Qualified They Are (1-4)
*
1 (I Will Cancel Them Now)
2
3
4 (They Are Ready To Close)
Submit Confirmation Call Info