Information Gathering for Sales


Information Gathering for Sales

What you need to know to qualify your prospects

Arm Yourself with the Right Information

Information Gathering is one of the most important steps in the sales process. This is where you learn whether a lead is a viable, qualified prospect for the solution you’re offering - and the first step is knowing the best way to gather information before your initial meeting.

This worksheet will break down the 3 steps to take when gathering information, in an easy-to-use, interactive PDF that you can fill out and print to keep handy for your first sales call. 

This interactive worksheet will help you to:

  • Collect the necessary background information
  • Determine how you will position your solution
  • Identify what information you might be missing

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