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18 Questions to Analyze Existing Account Relationships

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Provided by Salesteamtools.com 18 Account Analysis Questions You & Your People 1. Do you and your team have regular conversations with your primary contact’s boss? 2. Do you know and occasionally speak with your primary contact's boss's boss? 3. Do you know the most influential, most outspoken users of your product or service? Your Customer’s Situation 4. Are they anticipating aggressive growth, moderate growth, stability or a decline in sales and profits in the coming year? 5. Will they have a. more people doing more, b. fewer people doing more, or c. fewer people doing less in the next 12 months? 6. What products or services could you offer that would help them more easily capitalize or be prepared for the situation over the next 12 months? Your Product 7. Is your customer fully utilizing your product or service? 8. Is there another department that could also use your product or service, or a “lite” version of it? 9. Are there companion/similar products or services that your customer is NOT taking advantage of at all? 10. Are there companion/similar products or services that your customer is using, but NOT through you? The Customer’s “Experience” with Your Product 11. Is your product presented professionally and confidently at the customer’s facility—is it clean, organized, well lit, in an intelligent location and easy to read? 12. Are customers able to contact you easily and instantly in the event of product failures based on your contact info being posted? 13. Do you proactively service or maintain the product—or would more regular preventative maintenance or replenishment be helpful? Your Customer’s Service “Experience” 14. Do you have an established frequency for proactive calls or visits with the customer? 15. Do you check in with all key decision-makers and influencers on arrival? 16. Do you leave easily observed notification of your next scheduled visit? 17. Do you use language that would cause decision-makers and influencers to feel confident in what you offer? 18. Do you have targeted items or categories of items to sell that would add value to what you already do for the customer?
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