Meeting Form – Tarheel Paper & Supply Company

1. What cost savings/alternative products/process improvements are we going to propose?

2. Did you perform a plant tour/walk-thru?

Customer Name

3. Was your manager involved in this appointment?

4. Were any tests performed with this appointment?

5. Are there multiple locations in our area?

6. Do you know who our competitor is?

7. What do you think their annual packaging spend is?

8. What challenges do you see with this appointment?

9. Is there any automation involved with this appointment?

10. What is their sales cycle process?

11. Do you know if they are under contract?

12. What is the next step and is there a 2nd appointment set?

13. Does the 2nd appointment need additional support such as a vendor or product manager?

14. What is your honest feeling about this appointment?

15. Was this the correct person for the 1st appointment and did you meet any other contacts?

Todays Date:

Appointment Date:

Sales Rep:

Select