Internal Leads

Who is the Strategist? *

Who is the Analyst? *

Client's Organization's Name *

Point of Contact's Name *

First

Last

Point of Contact's Email *

Point of Contact's Phone *

Has the organization been a client longer than 6 months? *

Yes
No

If you were initially introduced to the client then check when you received the introduction email. if you weren't initially introduced to the client or can't find the email, reach out to Dia.

Who was the initial salesperson?

If other, who was the initial salesperson? *

Choose all products or services that apply: *

*If you are looking for Grant Essentials or Optimization because someone is interested in starting grant management with us then this is not an upsell and you need to use the referral form, found in the link above. If the client is wanting to downgrade from a Grant Management+ or an Optimization package, please reach out to Billing. Regarding the listed services, please keep in mind that we can only sell what fits the client's needs. The purpose of this is to know the client’s wants so we can set appropriate expectations during the sales process. Please make sure you've evaluated the client's goals and are recommending the best fit.

Custom Service

Do they have WordPress? *

Yes
No (if not, this may not be an internal lead)

What price did you give the client? *

Please be sure to let the client know that there are additional costs associated with additional services and that our management fees for additional services typically start at $400 a month.

When would the client like a salesperson to reach out? *

*If they are not expecting to be contacted by the sales team then please do not submit a lead.

Who initiated the conversation? *

Strategist Recommended
Client Requested

Lead Notes *

Please be as detailed as possible about the nature of the conversation and all relevant information including goals, if applicable. Remember that the hand off to the salesperson should be as seamless as possible and they should not have to probe for additional information that has already been provided.

How interested did the client seem in following through with service? *

1 - Not too interested - It was an aside mentioned by strategist in the conversation to plant a seed.
2 - Future Sale - The client mentioned it in conversation as something to think about.
3 - Could Go Either Way - I made the recommendation to the client and they wanted to receive more information.
4 - Presented Buying Signs - The client and I had an in-depth conversation about this service and the value it has.
5 - Ready to Sign - The client has requested a proposal and is ready to sign on for a new or upgraded service.

Please take some time to fill out the form below for internal leads.

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