Who Are You?
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Connor Williams
Connor Mason
Derek
Closer 1
Setter 1
Date Of Call
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Prospect First Name
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Prospect Last Name
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Email (Same As Used For Booking)
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Lead Quality (1-5)
1 - No interest or fit, significant barrirs present
2 - Some interest but some large hurdles to overcome
3 - Geniune interest but questionable fit or time/ money is an issue
4 - Actively seeking a solution, minor suitability issues
5 - Ready to go, fantastic fit, will do very well
Finance Rating (1-5)
1 - Under 500 now and or no means of additional funding
2 - Under 1k and or no hard to secure additional funding
3 - Under 2k and or may be able to get funding
4 - Over 2 k and or could get addition funding
5 - Over 4k investment
Call Outcome
Unsuitable, No call booked, No Follow up
No call booked, Follow Up
Closing Call Booked
How Did The Call Go?
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