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 |