MPS Pre-Assessment Tools?

GIntelMaven

Hey Guys,

I'm looking into tools that dealers or reps are using as they initially approach a customer to collect high level info during the initial sales call to try to ID the clients pain points and tie them back into their offering and get them to do a more in-depth assessment.

Some people might call this a initial discovery workbook or account planner.

Is anyone using anything like this?

6/5/1212:50 AM

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Original Post

Larry LevineMaven

Give me a shout off line.

6/5/127:22 AM

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