Sales Opportunity Requirements Definition

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

CONTACT INFORMTION

• Client Contact Name:

• Title/Position

• Primary Phone:

• Mobile Phone:

• Email:

• Street Address:

• Address 2:

• City, State, Zip

• Room/Facility is: (choose from list)

  New Construction

  Existing Room/New System

  Existing Room/Existing System

  Room Remodel/Repurpose

• Room/Venue type:

  Select Boardroom Conference Room Huddle/Team Room Training Room Visualization Room Demo Room War Room Reception Area Welcome Center Network Ops Center Trading Floor Fitness Center Divisible Space Break Room

  • Boardroom
  • Conference Room
  • Huddle/Team Room
  • Training Room
  • Visualization Room
  • Demo Room
  • War Room
  • Reception Area
  • Welcome Center
  • Network Ops Center
  • Trading Floor
  • Fitness Center
  • Divisible Space
  • Break Room

General Information - CORPORATE

• What are the primary BUSINESS DRIVERS for this project? (Why is this project being considered and what is the business impact? Identify any changes in regulations, market dynamics or corporate direction that triggered this initiative.)

• What is the STRATEGIC IMPORTANCE of this project to your company or organization?

  HIGH

  MEDIUM

  LOW

• What is the PROJECT SCOPE of this opportunity?

  HIGH

  MEDIUM

  LOW

• What is the SCHEDULING URGENCY of this project?

  HIGH

  MEDIUM

  LOW

• What best describes the client's BUDGET EXPECTATIONS for this project?

  HIGH

  MEDIUM

  LOW

• What is the Primary BUSINESS NEED for this project? (Check all that apply)

  Select Communicate Internally Communicate Externally Sell a Product Train / Educate Inform Decision Making Entertain Visualize Analyze

  • Communicate Internally
  • Communicate Externally
  • Sell a Product
  • Train / Educate
  • Inform
  • Decision Making
  • Entertain
  • Visualize
  • Analyze

• What is the primary APPLICATION for this project? (Check all that apply)

  Select General Meetings Executive Briefings Board Meetings Group Collaboration Command & Control Remote Conferencing Product Demonstration Video Screening Medical Diagnosis Legal Proceedings Geophysical Analysis Product Design Advertising Way Finding Architectural

  • General Meetings
  • Executive Briefings
  • Board Meetings
  • Group Collaboration
  • Command & Control
  • Remote Conferencing
  • Product Demonstration
  • Video Screening
  • Medical Diagnosis
  • Legal Proceedings
  • Geophysical Analysis
  • Product Design
  • Advertising
  • Way Finding
  • Architectural

• What FUNCTIONALITY do you want us to provide? (Check all that apply)

  Select Speech Reinforcment Program Audio Presentation Audio Recording Live Music Performance Speech Privacy Audio Conferencing Paging Computer Presentation Multi-Computer Presentation Video Wall (static) Video Wall (dynamic) Information Display Interactive White Boarding AV Streaming Architectural Video Web Conferencing Business Videoconferencing Immersive Telepresence Archival Recording System Control Environmental Control

  • Speech Reinforcment
  • Program Audio Presentation
  • Audio Recording
  • Live Music Performance
  • Speech Privacy
  • Audio Conferencing
  • Paging
  • Computer Presentation
  • Multi-Computer Presentation
  • Video Wall (static)
  • Video Wall (dynamic)
  • Information Display
  • Interactive White Boarding
  • AV Streaming
  • Architectural Video
  • Web Conferencing
  • Business Videoconferencing
  • Immersive Telepresence
  • Archival Recording
  • System Control
  • Environmental Control

• If replacing / upgrading an existing system, what do you feel is wrong with the existing system?

• Other pertinent information?