Pre Visit Questionnaire

What do you think are the biggest challenges to getting the sales the company wants?

Name of person in charge of sales:

Number and names of people involved with selling and job titles & responsibilities:

Can you tell me briefly about what product training is given:

Can you tell me briefly about what sales training is given if any:

Do you tape calls:


Do all staff understand the concept of a sales pipeline?


Lead generation: can you outline briefly you get sales leads come from and are they qualified if you know?

Briefly what the sales processes are from those leads to sale?

Is each stage measured for results and if so how?

What do you look for when recruiting?

How are staff performance on sales measured and rewarded and how often?

What if anything makes you different from your competitors?

Do you have a meeting room for training? No worry if not as can be tailored without: