Lead Generation & Sales Process Optimization Questionnaire

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Name(Required)

First Last

Business Address

Address line 1 Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone(Required)

Website

Company Name

Is there a central source where the majority of your leads come from?

What is the average time for a lead to go from data to sales?

How many new leads do you receive in a day/month?

What publications or informational sources do you read and rely on?

What percentage of your leads are truly sales-ready?

What are the top three objections you hear from leads who don’t convert?

Objection 2

Objection 3

How many touchpoints does it typically take to convert a lead

What’s your current COCA (Cost of Customer Acquisition)?

Where is the greatest percentage of spend in customer acquisition?

What is the single point of failure for 80/20 of your deals?

How much of your lead generation process is automated vs. manual and describe in full.

What’s the most common reason a lead turns into a sale?

How do your best customers find you?

What patterns have you noticed in leads who convert vs. those who don’t?

What is your biggest competitive advantage in your industry?

How predictable is your revenue based on your current lead generation efforts?

What’s your average deal size, and has that changed over time?

Anything other challenges with your sales process you'd like us to know.

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