Information Gathering for Sales

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