Small Business Lead Sheet
Form Template
This Small Business Lead Sheet has 2 sheets.
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The first sheet covers the leads. Questions include:Business Name, Address, Decision Maker Name, Phone Number, Email Address, How Many Lines, Does the company currently have a Fleet Solution, Do they currently have any ETFs with another Fleet Company, and How many vehicles/ equipment. The second sheet deals with the lead summary, and answers questions about:Any other decision makers and best time to reach them (Morning/Evening), What type of solutions are they looking for, and Current provider/equipment.
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