Account Information
Date Created:
Date Last Updated:
Sales Person:
Account or Prospect:
Current Volume:
Total Potential Volume:
Single Sales Objective
Product or Service:
Sales Revenue/Units:
Close Date:
Position Information
Adequacy:
Competition:
My Position vs. Competition:
Place in Sales Funnel:
Timing for Priorities:
Ideal Customer Criteria
1
2
3
4
5
 Total:
0
Buying Influences Involved
Name                                     Position        Role     DOI     Mode



Key Win-Results                                                                                Rating           Evidence To Support Rating
        





Name                                     Position        Role     DOI     Mode



Key Win-Results                                                                                Rating           Evidence To Support Rating
        





Name                                     Position        Role     DOI     Mode



Key Win-Results                                                                                Rating           Evidence To Support Rating
        





Buying
Influence Role		 Degree
Of Influene		 Mode
E = Economic
T = Technical
U = User
C = Coach
 H = High
M = Medium
L = Low
 G  = Growth
T  = Trouble
EK = Even Keel
OC = Overconfident
Summary of My Position
Strengths Possible Actions Best Action Plan
Red Flags Possible Actions Best Action Plan
Notes
 
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