Pre-Studio Evaluation

 

 

Excellent (1)

Good (0.5)

Needs Improvement (0)

 

Lead Source

 

We know the lead personally

 

The lead was referred to us

 

We reached out to the lead initially

 

 

Client Profile Status

All of their client profile is complete

Most of their client profile is complete

Some of their client profile is complete

Understanding of our Services

Services don’t need to explain further, apart from reviewing prices

Some of the services need to be explained further

Most services need to be explained further

Responsiveness

Responds on time, rarely needs follow-ups

Needs some follow-ups to be kept on track. Responds to first follow up

Always needs follow-ups and often doesn’t respond to the first follow up

Project Priority

Want to start ASAP and is willing to put work in now

Want’s to get started, but will also be busy with other things

This project is only in the back of their minds

 

(0-2) Needs another review call

(2.5-4) Ready for Studio, but will need guidance filling it out

(4.5-5) Ready for Studio on their own

Post Studio Evaluation

 

 

Excellent (0.5)

Good (0)

Needs Improvement (-0.5)

 

Studio Accuracy

Correctly filled out Studio with all services discussed in before

 

Some of the services filled out on studio were not previously discussed on the phone

 

Selected many services on Studio that were not discussed in the pre studio sales call

 

 Invoice Status

Invoice paid immediately after it was sent

They acknowledged that they would pay it but have not yet

Have not been responsive to paying the invoice

Contract Status

Contract Signed immediately after it was sent

They acknowledged that they would sign it but have not yet

Have not been responsive to signing the contract

Responsiveness

Responds on time, rarely needs follow-ups

Needs some follow-ups to be kept on track. Responds to first follow up

Always needs follow-ups and often doesn’t respond to the first follow up