Current/Recommended Setup

What type of lead is this?

Current Hardware

Make/Model

Serial Number

Black Meter Reading

Colour Meter Reading

Photo of current hardware

Description of the hardware state (why does it need to be replaced)

Recommendation

Model

List Accessories

Reason for recommending this hardware

Solutions Info

Does the customer have any solutions currently?

List the current solution details to the best of your ability. Include version numbers if possible

Why is this solution not working?

Detail what issues they are having, which makes you believe a solution is required. e.g. Significant number of manual entries into accounting package, which could be automated

IT Info

Current IT Company

Detail what services their IT currently provide

What issues do they experience with their IT?

Lead generated by:
Employee Name and Signature

Branch

Position