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Client Name _________________________

Customer Profile Date_________________

Company ______________________________________________
Phone_________________________________________________
Fax___________________________________________________
Address  _______________________________________________ 
Contact/Title_____________________________________________

Operations
How long have you been with the company?_________________ How many employees?____________ Other Locations?______________________

Decision Making
Who besides yourself participates in the decision making process?_______________ __________________________________________________________________

Usage
How much?_______________________ Quantity___________________________ Stock?___________________________Amount/Misc?_______________________

Methods
Current Vendors/Previous Vendors
How Long? Why? _________________________________________________________ ________________________________________________________________________

Dissatisfaction (most important!)
What would you change about your current vendor if you could change anything?___________________________________________________________________

Consequences (refer to answer of dissatisfaction)
How does this affect you?______________________________________________ __________________________________________________________________

Value (refer to answer of consequences)
What would it mean if I could provide....?___________________________________ _____________________________________________________________________

Benefits (now you can talk about:) *Higher quality *Easier operations *Lower cost

Trial Close
If we could provide you the best product/service at a competitive price and improve your present situation, would you consider working with our company?

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