Opportunity History

Account Goal

Describe your desired, long-term position with the customer. Identify how a closer relationship with you will advance the attainment of YOUR CUSTOMER business goals.

Also, include the long-term gain for your business, i.e., future revenue or strategic value.

<aside> ☝🏼 TIP: Example Be a recognised technology and trusted partner Batman Construction providing them with xxxx solutions and yyyy services that will empower growth and competitive advantage resulting over $15 million in revenue over the next 12 to 36 months.

</aside>

Solution Offering

Sales Revenue Goal

List out the specific products or services comprised in your solution and the projected close date and sales revenue.

<aside> ☝🏼 TIP: To sell A to B customer for C Price on D timeframe. Make S.M.A.R.T.

</aside>

Untitled