Trigger Event Analysis

Customer Name

Products/Services Sold

When did the sale close?

Rating

1

2

3

4

5

6

7

8

9

10

-

What Events Led Up to the Purchase?

Was it a bad experience with:

People

Product

Service

Company

Was it a change in:

People

Places

Priorities

Was it an awareness about:

Legal Issues

Risk Avoidance

Economics

Anything specific you'd like to add about the events that led up to the purchase?

Purchase Decision

When did these events happen?

What made the customer choose our company/product/solution?

How can we make it easier to become our customer?

Customer Profile

Company Size

<$100 Million

$100 - $500 Million

> $500 Million

Decision Maker

Finance

Operations

Sales/Marketing

Industry

B2C

B2B

Wholesale

What other notes would you like to make about this customer?

Lead Source

How did I get this lead?

Anything else you'd like to add about how you got this lead?

Sales Details

Size of Sale

<$10,000
$10,000 to $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,500,000
>$2,500,000

Notes/Details about the size of sale: i.e. "Their order was for $10,000 but the whole opportunity is $1 million.

Sales Cycle

Notes/Details about the sales cycle. i.e. I've been talking to them for 2 years, but their interest in becoming a customer didn't start until 14 days ago.

For the THANK YOU Page after completing the analysis - We want to send (the person completing the analysis) to a page where they can THANK the customer -- maybe send them a Starbucks card, etc. "Click here to send the customer a starbucks card" this wild build word of mouth.