Pre-sales questionnaire template

Hi there, how can we help you?First things first, what's your name?Thanks for your time, {{field:98425314-7cad-4f32-94ff-4979831f9030}}. What company do you work at?And what’s your role at {{field:bb8458b0-70b4-4089-bdae-d6c8a68a3c4d}}?What challenges is {{field:bb8458b0-70b4-4089-bdae-d6c8a68a3c4d}} looking to solve that we could help with?How do you all currently solve these problems?What other solutions, apart from ours, are you considering?

Competitor A, Competitor B, Competitor C, Just you

Do you have any questions about our solution?Thanks for helping us understand your situation better, {{field:98425314-7cad-4f32-94ff-4979831f9030}}. Are you happy with us calling you to follow up?Great, when can we call you?And what number should we try you on?

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Weed through the jungle leads and select the ones most likely to buy.

What’s vital for conversions? Conversations. Before closing the deal, you need to build trust with your future customers. So hold the door on that elevator pitch for a little while longer—it’s time to listen to your leads.

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Pre-sales questionnaire FAQs:

You don’t need to take every lead out to dinner before you start selling to them. But it does save everyone a lot of time if you add a pre-sales questionnaire to your sales process. It helps your sales reps focus on leads that are likely to convert.

While a sales funnel brimming with leads is great, you need to focus on the ones who are most likely to buy. So, before you start pitching your solution, ask what problem they’re trying to solve.