Title Page
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Business Name:
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Contact Name & Position:
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Account Executive Name:
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Conducted on
Questions About the Business
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How long have you been in business?
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How long have you worked here?
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What does your role intale?
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How many locations does the business have?
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How many employees does the business have?
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Can you give me an overview of your business process from start to finish?
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How do you acquire new business?
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What are your people and yourself struggling with the most right now?
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You have mentioned a number of challenges, what are the top priorities?
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How are you leveraging technology to increase productivity?
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Where do you do business; domestic & international?
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Who receives a phones and tablets at the company?
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Who is participating with you in the decision process and what role do each of you play?
Questions About Usage
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How many wireless users do you have?
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Phones, Tablets, Mobile Internet, GPS tracking?
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Which carrier/carriers are you with?
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What devices are you currently using?
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How much is your average bill?
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How much overage charges does the company experience monthly?
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Are you using services internationally? If so, where?
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Are you running 3rd party apps? How long in use? Do you like it?
Bill & Service Questions
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How many telecom bills does your business receive? From what companies?
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Who reviews the billing? What is the process if a billing issue is found?
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Any other issues arise from wireless? What is the resolution process from start to finish?
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Do these resolution paths work for you?
The "Wish" List
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What does your current carrier(s) do well? What would you like better?
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What projects are key to the organization’s success for the next 1, 3 & 5 years?
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What type of apps/CRM/tools would improve your bottom line if done over wireless?
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How could your company improve productivity with incorporating technology such as paperless forms or clocking in and out?
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What do you want to do that you can’t today?
Action Items & Next Steps
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What is your Tax-ID?
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Tax document picture
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What device would you like to test our service with?
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Current device list with make an model captured?
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Bill picture
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Early termination fee and installment information gathered?
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What day next week is the best day for us to meet again?
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Any other next steps?
