3. “1. Where do you hear about us? What sparked
your interest in us? Why didn't you hang up the
call! Why did you open my email?
Helps in creating interest. Why are they spending
time with you on Phone?
4. “2. What are your needs?
➤ Challenges
➤ Pain Points
➤ Motivation/Support
➤ Absolute/Must
What is the need, good to have, and Priority?
6. “4. Who are the stakeholders of this deal?
➤ All people should be known
➤ Plan Should be known
➤ Who is affecting the deal?
➤ Do you have a {Your Niche} department?
Helps in reaching right people who will take
decisions.
7. “5. Who are your competitors? Or who worked for
you earlier?
➤ Why are you not working with them?
➤ Difference in quotes
➤ Country
8. “6. What is the timeline?
➤ You can know how long it will take to close the
deal
➤ Whether feasible or not
9. “7. What is your budget?
➤ What is the cheapest proposal received?
➤ Budget for maintenance
Helps to understand the budget, considerations,
and feasibility
10. “8. When did you take similar decision for such
project?
➤ Success/Failure
➤ Reasons
11. “9. Do you honestly need our product or service?
➤ Maybe just wants to know budget
➤ Issues they have
➤ Challenges
12. “10. Where do you see your project after five years
from now?
➤ New Opportunities
➤ Future Plans
➤ Scope of Scalability
13. “11. What is current solutions/integration you are
using right now? (CRM, ERP)
➤ APIs
➤ Possibility to integrate
17. “1. Offering Solutions, without understanding the
problem
➤ Understand requirement, don't rush for quote
➤ Listen more than you speak
➤ Ask questions, say I will get back to you for
answers you don't know
➤ Stick to schedule
18. “2. Poor communication
➤ Read emails before you send them
➤ Use proper grammar.
➤ Don't use unnecessary things. Max 4 Lines per
email.
➤ Use Calendly to schedule phone calls
➤ Use only one CTA in email
24. PIPELINE
➤ 10%: Agreement to conversation about needs
➤ 20%: Budget is there
➤ 30%: Budget and Schedule are there
➤ 40%: All of the above and decision in One Week
➤ 50%: All of the above and we are in consideration
➤ 60%: All of the above and we are in discussion with stakeholders
➤ 80%: We are told we won the deal
➤ 90%: Contract Signed
➤ 100%: Payment received.