Business Intelligence
| H: Who is responsible for decisions? |
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| H: Primary contact for this opportunity: |
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| H: What types? |
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| H: How do you currently conduct them? |
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| H: How frequently? |
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| H: What is the average value? |
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| H: How confident are you in the accuracy of your current process? |
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| H: What are the most significant challenges in your current process? |
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| H: How much is budgeted annually? |
| Don't know / won't disclose |
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| H: How many different locations? |
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| H: How are they maintained? |
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Notes:
Regional Hospital with immediate need for xxxx services. Had to be creative to get past a tough gatekeeper and get through to the decision maker who himself was difficult to reach by phone.
Prospect responded to a compelling voice message left by our Business Developer.
Timing was right. This healthcare facility was opening the bidding process for their June review. They do xxx once a year. The value of their xxx is xxx. They currently have a xxx system for reporting and constant xxx positioning for 50% of their xxx. They count the xxx down to the xxx level but in some instances to the xxx. Xxx said this xxx will also encompass their other facility xxx hospital. Time is of the essence. Good luck.
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| Called (kind of chancy here) see previous calls. Got FirstName Nelson's vm. She has been the person that will not listen to anytthing.... |
Sent the following as his assistant would only allow a fax. She did not know I have his email.
We were speaking about your next *** *** xxx count coming up at the end of June.You had asked me to follow up to set a phone appointment to speak to one of our executives as you were open to changing from xxx xxx Services. As a reminder I am resending the information you asked for and would like to set a time to pick up our conversation.
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| Wants to speak next week. Was off to a meeting but did speak. Said he was int in having a meeting and discussing our services. |
Had a positive good conversation with Mr xxx the *** Buyer and Inventory Director. The lead is for both the xxx Institution and the xxx Hospital. Both these institutions are called xxx.
Mr LastName informed me that they are currently using xxx and have been for the past ** years. However, they are very open to change this year. Their next *** *** xxx count is scheduled for the last week in June just before fiscal end.
Mr LastName did not know to what level (down to xxx xxx xxx they count.) He did however explain they have a xxx system for reporting and constant *** positioning.
He asked for and I sent materials about our firm because he was running to a mtg, but he agreed to a call back next week with a view towards setting an appt. |
NOTE this lead is xxxxand -- PROSPECT COMPANY --spital.
Got vm for the director of ***, xxxx. Will CB. |
