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Sales Sheet

Customer:

Date:

Opportunity: _________________________________________________

Proposed Solution:
Timing

People

Money

Constraint

Relationship:

Key Issues: _________________________________________________


Constraints: _________________________________________________
Resources:

Our Range

Their Range

Timing: ________________________________________________________
People/Skill: ____________________________________________________
Money: ________________________________________________________
Decision Process:

Lessons Learned: __________________________________________________


________________________________________________________________
________________________________________________________________
Future Account Strategy: ___________________________________________
________________________________________________________________
________________________________________________________________
Share w others:___________________________________________________
________________________________________________________________

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