Ashley / Nick - Google Meet

Sales Presentation

ClientThu, Feb 19, 7:00 PM

ashleydolanpsyd@gmail.com

Join Meet

Opportunity details

Interested services

Estimated value

Probability

Entities

Organization

New Narratives

Primary contact

Ashley Dolan

Discovery & intake

Capture call details. Fields save automatically.

Business Overview

Website URL

Location

Years in business

Why reaching out now? (Trigger)

Company description

Core services / products offered

Ideal customer description

How do they currently get leads?

Lead types they care about

Marketing Setup

Are they currently running ads?

Who manages their ads?

Are they tracking conversions?

Which tracking tools do they use?

Website + Conversion Issues

Website conversion notes

Tracking issues or gaps

Other tools used (CRM, forms, call tools)

Goals & Pain Points

Main goals for the next 3–6 months

Biggest frustrations with past marketing efforts

Is there urgency or a deadline?

Budget range (if known)

Program Fit & Recommendation

Best-fit service

Next steps agreed to?

Why this program?

Objections or concerns raised?

Final Notes & Internal Tags

Overall lead quality

Internal notes or ideas

Notes

No notes yet

Docs

No documents yet

Type