RNZ Sales Lead

Business Details

• Business Name

• Location/Site

• Conducted on

  Date

• Site Contact

• Title (if known)

• Phone

• Email

• What type of lead is this?

  Hardware

  Solutions

  IT

Current Hardware

• Make/Model

• Serial Number

• Black Meter Reading

• Colour Meter Reading

• Photo of current hardware

  Media

• 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?

  Yes

  No

• 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

  Sign

• Branch

• Position