Prospect Intake Form

Intro

Creative27, thank you for calling, can you please hold?

This is “Name” with Creative27, how can I help you?

My job is to connect you with our award winning director of product and design Vasile who would be able to answer your questions. Is this something you are interested in?

Great, I will need to collect some info from you to get you ready…

Pointers

That sounds great!

Awesome

I love that

Smile

Show Excitement

That sounds amazing!

Great Question

I am glad you called

Thank You

To get us started, how did you find us?

What is the best number to reach you at?

May I get your First Name?

What is your professional Title in regards to this product? (This helps us understand how you are related to this product)

What is a good e-mail address to reach you at?

Can you give me a brief description on what you are looking to do?

Have you done any work on this product?

Yes

What work has so far been done on the product?

Our Prices start at 35k, is this something you will be funding out of pocket?

Yes

Are we a fit?

Yes

Thank you for providing this info. If Vasile is available now, would this be a good time for you to speak to him?

Yes

Great. May I place you on hold for 1 minute while I check?

Name? I'm sorry Vasile is in a meeting at the moment. Would you like to schedule a time for you chat with him?

If yes say this: Great. Let me look at Vasile's calendar and provide you with some options for a time to chat. Would mornings or afternoons work better?

To end conversation say this:
Name, thank you for calling in today. It looks like we are all setup. We look forward to our meeting and I hope you have a wonderful day.

Not a problem, let me look at Vasile's calendar and provide you with options for a time to chat. Would mornings or afternoons work better?

To end conversation say this:
Name, thank you for calling in today. It looks like we are all setup. We look forward to our meeting and I hope you have a wonderful day.

Thank you for taking the time to call in, unfortunately, it looks like we are not a good fit at this time. ::::DEVELOPMENT REASON:::While we provide multi-award winning development services, we do not take on development projects alone:::PROFIT SHARE OR STAKE IN COMPANY:::We do not take on projects as Profit Share, if we did this, we would not be in business doing what we do.

Reason Why Prospect is not a good fit.