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Client Assessments

In your telephone role play, you may want to have your call center agents write out client assessments to help them understand the customer base, products and services on a deeper level. In this case, we’ll use the company name “BidVantage” to demonstrate a form you might have sales reps fill out…

Company name / buyers name

________________________________________________________

Products the buyer normally purchases

_______________________________________________________________________________

How long has buyer worked at company?

____________________________

What other vendors does company / buyer do business with?

____________________________

What is the buyers relationship with other vendors?

____________________________

Rate buyers interest in the following?            (1-10, 10 is best)

A)                Good Price                              _______

B)                Timeliness                               _______

C)                Quality Product                      _______

D)                Service Oriented Response     _______

E)                 Convenience                           _______

F)                 Utilizing Internet                    _______

What is the buyers interest in using BidVantage?

____________________________

Tidbits about this buyer

____________________________                               ____________________________

____________________________                               ____________________________

____________________________                               ____________________________


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