Prospect conversation profile

Build Real Connections in a Digital World · Pat Berry

Edition: Trade / Direct Sales · Date: __________

Use information the person chose to share. Keep completed profiles in your approved secure system.

Name and preferred contact method

Their situation, in their own words

What matters to them?

Questions they want answered

Permission given and communication preference

Useful information I can provide

Agreed next step and date

Trade: focus on the client’s service needs, timing, and decision process. Direct Sales: distinguish a customer question from an interest in the business. Follow company rules. Do not collect sensitive personal information here.

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