Prepare sales enquiries for a person
Collect the need and the missing details before your team starts a sales conversation.
Product screen with sample data. Intake is the previous working name.
The incoming request
“We need a system for three service teams and want to host it ourselves.”
A useful intake process helps a salesperson understand the need. It should ask for relevant details and keep unusual enquiries available for review.
Define a good fit
Start from the Sales lead template. Replace its criteria with the service your company provides.
Describe the request types your team can help with. Do not use a vague “good lead” criterion without clear examples of what it means.
Ask for missing context
Choose follow-up questions that help a person continue the conversation. These can cover the intended use, the deployment needs, or a target date.
Use a written question when the person needs room to explain. Use a choice when the options are clear and complete.
Keep review available
Use a human handoff for an unclear fit or a request outside the listed options. A person can recognize an opportunity your examples do not cover.
ClientStack records the decision and summary. Sending an email or creating a CRM record needs your team’s process or an integration.
Test with varied enquiries
Include short, detailed, vague, and out-of-scope examples. Compare the actual outcomes with what the sales team expected.
Read Jev questions and examples and replay.
