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Prospect/Offering Fit Scorecard

Helps PMs encourage Sales to qualify prospects before engaging in the sales process.

In some organizations, Sales has trouble positioning certain offerings so engage product managers to participate in customer engagement. If the prospect hasn't been qualified (isn't a good prospect for the product), this engagement results in wasted time and effort. This tool was designed to be customized to help qualify prospects before PMs agree to engage with them.

Watch the video and download the template.

Prospect-Offering Fit Scorecard
Download XLSX • 13KB

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