This template does not constitute legal advice, nor does it substitute for legal advice. Always consult with a legal professional before entering
into any agreement or contractual obligation.
DEAL REGISTRATION FORM: OPTIONAL INFORMATION
Are there specific features, functionalities, or add-ons the prospect is looking for?
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Provide as many details as possible about the prospect's product or service requirements,
including any implementation or support needs.
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Provide as many details as possible about the end-users (if applicable), including their needs
and requirements.
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Have you engaged with this prospect before? If yes, provide brief history including previous
solutions provided, challenges encountered, and how they were overcome.
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Is the prospect currently using or have they previously used a different vendor for a similar
product/service? If yes, provide details about reasons the prospect is considering a change.
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Are there any competitors pursuing this deal? If yes, who and what is your strategy to win the
deal?
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What are the competitors' key strengths and weaknesses compared to our offerings?
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How does our pricing compare to the competitors?
