Sales and Marketing Appointment Makers

Client Name		Requirement

Contact Details		Objectives



Client Expectations (e.g. days, meetings)		Time frame (e.g. when to start)

Duration (if any)		How do you currently gain new business?

What information do you have that we could use e.g. old client and prospect lists, databases, etc?		What marketing methods are currently used and what is successful?


Examples/references of work, brochures, web references, client lists		Profile a typical client .



How do you wish to segment your market?

What Industries would you like to target?		What positions would you like to target?

What are the clients Buying Motives?		What are your unique selling points?

Anything else