Let's build your sales criteria...

Step 1 of 10

10%

Geography

Would you take business anywhere in the United States if they meet all other requirements?

Yes

How is your prospecting usually done

face to face?

over the phone?

Via email?

e-commerce/online?

Please let us know all office addresses in which you have a salesman or would take sales meetings

Are there territories that you are unable to target customers in (ex. State bar license for lawyers or sales territory for the salesman)?

What is your ideal sales radius?

Say that we’ve covered your ideal sales radius, what territories would you target next? (rank them)

What is the absolute furthest distance you would take a prospect who is qualified in all other areas?

Are there specific zip codes that you would like to target?

Are there territories/zip codes that you would like us to avoid targeting?

Demographics

Give us as many other characteristics as possible that define your prospects

Are your customers more likely to be men, women, or both?

Men

Women

Both

Percentage?

Why?

What is the oldest your customers could be? Why?

What is the youngest your customers could be? Why?

What is the most likely range of your customers' age? Why?

Industry

What industry does your target customer work in?

Of the following industries, what category (or categories) best fits your end customer (select all that apply)?

Accounting

Airlines/Aviation

Alternative Dispute Resolution

Alternative Medicine

Animation

Apparel & Fashion

Architecture & Planning

Arts & Crafts

Automotive

Aviation & Aerospace

Banking

Biotechnology

Broadcast Media

Building Materials

Business Supplies & Equipment

Capital Markets

Chemicals

Civic & Social Organization

Civil Engineering

Commercial Real Estate

Computer Games

Computer Hardware

Computer Networking

Computer & Network Security

Computer Software

Construction

Consumer Electronics

Consumer Goods

Consumer Services

Cosmetics

Dairy

Defense & Space

Design

Education Management

E-learning

Electrical & Electronic Manufacturing

Entertainment

Environmental Services

Events Services

Executive Office

Facilities Services

Farming

Financial Services

Fine Art

Fishery

Food & Beverages

Food Production

Fundraising

Furniture

Gambling & Casinos

Glass, Ceramics & Concrete

Government Administration

Government Relations

Graphic Design

Health, Wellness & Fitness

Higher Education

Horticulture

Hospital & Health Care

Hospitality

Human Resources

Import & Export

Individual & Family Services

Industrial Automation

Information Services

Information Technology & Services

Insurance

International Affairs

International Trade & Development

Internet

Investment Banking

Investment Management

Judiciary

Law Enforcement

Law Practice

Legal Services

Legislative Office

Leisure, Travel & Tourism

Libraries

Logistics & Supply Chain

Luxury Goods & Jewelry

Machinery

Management Consulting

Maritime

Marketing & Advertising

Market Research

Mechanical Or Industrial Engineering

Media Production

Medical Device

Medical Practice

Mental Health Care

Military

Mining & Metals

Mobile Games

Motion Pictures & Film

Museums & Institutions

Music

Nanotechnology

Newspapers

Non-profit Organization Management

Oil & Energy

Online Media

Outsourcing/Offshoring

Package/Freight Delivery

Packaging & Containers

Paper & Forest Products

Performing Arts

Pharmaceuticals

Philanthropy

Photography

Plastics

Political Organization

Primary/Secondary Education

Printing

Professional Training & Coaching

Program Development

Public Policy

Public Relations & Communications

Public Safety

Publishing

Railroad Manufacture

Ranching

Real Estate

Recreational Facilities & Services

Religious Institutions

Renewables & Environment

Research

Restaurants

Retail

Security & Investigations

Semiconductors

Shipbuilding

Sporting Goods

Sports

Staffing & Recruiting

Supermarkets

Telecommunications

Textiles

Think Tanks

Tobacco

Translation & Localization

Transportation/Trucking/Railroad

Utilities

Venture Capital & Private Equity

Veterinary

Warehousing

Wholesale

Wine & Spirits

Wireless

Writing & Editing

Language

Do all of your target customers speak English?

Yes

What primary languages do your clients and prospects speak?

Arabic

English

Spanish

Portuguese

Chinese

French

Italian

Bahasa Indonesia

Swedish

Czech

Russian

German

Dutch

Danish

Norwegian

Malay

Romanian

Tagalog

Turkish

Polish

Korean

Japanese

Role

Title

What are the titles of the prospects you generally pitch?

What is the lowest title of someone who has the power to influence the purchase of your solutions? Why?

What are the most ideal titles to pitch to? Why?

Function

What is the ideal function(s) of your ideal prospect job (select all that apply)?

Accounting

Administrative

Arts and Design

Business Development

Community and Social Services

Consulting

Education

Engineering

Entrepreneurship

Finance

Healthcare Services

Human Resources

Information Technology

Legal

Marketing

Media and Communication

Military and Protective Services

Operations

Product Management

Program and Project Management

Purchasing

Quality Assurance

Real Estate

Research

Sales

Support

What functions are not ideal but still acceptable to prospect (select all that apply)?

Accounting

Administrative

Arts and Design

Business Development

Community and Social Services

Consulting

Education

Engineering

Entrepreneurship

Finance

Healthcare Services

Human Resources

Information Technology

Legal

Marketing

Media and Communication

Military and Protective Services

Operations

Product Management

Program and Project Management

Purchasing

Quality Assurance

Real Estate

Research

Sales

Support

Seniority level

What seniority levels would you like to target?

Owner

Partner

CXO

Director

Manager

Senior

Entry

Training

Unpaid

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

If you could pitch anyone at your target company, rank the most important roles to have in that meeting?

Years of experience

Does years of experience matter for your target customers?

Yes

What is the ideal experience level of your target prospects?

Less than 1 year

1-2 years

3-5 years

6-10 years

More than 10 years

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

How many years of experience is too high to target?

Less than 1 year

1-2 years

3-5 years

6-10 years

More than 10 years

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

How many years of experience is too low to target?

Less than 1 year

1-2 years

3-5 years

6-10 years

More than 10 years

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

Years in current position

Does it matter to you how long your prospects have been in their current position? Why?

Yes

What’s the ideal duration range for your target customer's tenure? Why?

What’s the shortest tenure you would accept as a prospect? Why?

What’s the longest tenure you would accept as a prospect? Why?

Years at current company

Does it matter to you how long your target customer has been at his/her company?

Yes

What’s the ideal duration range for the number of years your target customer's years has been at their current company?

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

What’s the shortest number of years you would accept as a prospect?

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

What’s the longest tenure you would accept as a prospect?

Why? (Please explain your reason for your selections in as much detail as possible. The more information the better we can qualify your prospects)

Growing Target Companies

On a scale of 1-10 (with 1 being no importance and 10 being of utmost importance) how important is it to target rapidly growing companies?

What % of growth are you looking for?

What is the minimum % of growth that you would accept?

Company

Are there any specific companies that you would like to target?

Are there any specific companies that you would like to avoid?

Company headcount

Most Ideal (select all that apply)

Self-employed

1-10

11-50

51-200

201-500

501-1000

1001-5000

5001-10,000

10,000+

Still acceptable (select all that apply)

Self-employed

1-10

11-50

51-200

201-500

501-1000

1001-5000

5001-10,000

10,000+

Type of Business

Most Ideal

Public Company

Privately Held

Non Profit

Educational Institution

Partnership

Self Employed

Self Owned

Government Agency

Still Acceptable

Public Company

Privately Held

Non Profit

Educational Institution

Partnership

Self Employed

Self Owned

Government Agency

Keywords

Are there any certifications or licenses that your top prospects need to do their job?

Are there specific skills that would be listed on the profile of your ideal prospects?

Please provide some industry terms that would relate specifically to your prospects?

Groups

Are there any organizations that your prospects are required to be a part of as part of their role?

Yes

Are there any conferences that your prospects are likely to attend?

Describe any community support groups you think your prospects are likely to be in.

Are there any influencers that you believe are extremely important to your prospects?

Of these influencers, are there any that align with your company’s values?

Of these influencers, are there any you would never want associated with your business?

What affiliations are your prospects likely to be a part of?

Spotlights

Is it helpful for your prospect to have changed jobs in past 90 days

Yes

Is it necessary that your prospects have been mentioned in the news in the past 30 days?

Yes

Is it necessary that your prospects have posted on LinkedIn in the past 30 days?

Yes

Name(Required)

First Last

Company(Required)

Email(Required)

Start climbing

Let's build your sales criteria...

Geography

Demographics

Industry

Language

Role

Title

Function

Seniority level

Years of experience

Years in current position

Years at current company

Growing Target Companies

Company

Company headcount

Type of Business

Keywords

Groups

Spotlights

Take the first step

Get in touch with our team of consultants

Find out why we do what we do

Check out what we're saying right now