Pre-due diligence process to ensure the client is ready for our investors.
Questions to the prospect. This is a pre-due diligence process to ensure the client is ready for our investors. You'll be able to use the Q&A to form your closing strategies.
Agent:
1. How long have you been seeking capital for your business?
2. How much capital have you raised so far?
3. What are your annual sales?
4. How much capital are you seeking?
5. What's your valuation of the company?
6. What is your use of funds?
7. What is your Exit strategy?
Agent: Thank you for the information, this helps me to understand more about your operation and financial needs.
Rating
0
0
There are no comments for now.
1.
To Do: Attend my third sales meeting with my manager and conducted my pre-diligence with the the prospect.