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02-10-2017, 01:46 PM
I am trying to put together a comprehensive site survey to get sales and service on the same page. I don't want to reinvent the wheel here so I was looking for a few examples if some of you are willing to share. Thanks in advance Bob.

02-10-2017, 02:37 PM
"...to get sales and service on the same page."

Is this in regards to pre-qualifying a customer's needs prior to a sale???


02-10-2017, 02:48 PM
Yes, We are looking at putting a packet together that would have sales rep info to be collected then a service rep would visit to collect there part. Info to be collected would be power and space requirements, stairs / elevator, IT info, environmental considerations ...

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