Field Sales Intake "*" indicates required fields Project DetailsSales Representative* First Last Sales Rep Email* Name* First Last Project GoalProject Goal*Appointment Debrief1. Outcome Appointment – were you able to demo?*Select OutcomeSoldDemoed – Not SoldNo DemoPlease send the deposit type taken directly to Lauren, then submit this form.2. Is there follow-up scheduled, and when?* Yes No Date* MM slash DD slash YYYY Time* Hours : Minutes AM PM AM/PM 3. Were all decision makers present?* Yes No 4. What was their estimated timeline to make a decision?*Within a weekThis month1-6 months6-12 months1+ years5. Did they share a budget they were trying to stick within?* Yes No Budget Number*6. Are they getting other quotes, and did they mention who from?* Yes No Who are they getting quotes from?*7. What is your opinion on why you were not sold, and how do you estimate we can convert them?*8. Do you think they are more interested in cost vs. value?* Cost Value Both Unsure 9. Anything else pertinent to winning the sale we should know about? (Optional)10. What was the cost of the project?*11. What materials were quoted?*(Select all that apply) Siding Windows Door Gutters Roof Siding* LP Hardie Other Windows* NT Windows Anlin Windows AWS Windows Gentek Windows Other Door* Provia Other
