Customer Name:

Appointment Date:
Start Time:

Contact #1 | Name/Title: Contact #2 | Name/Title:

Buyer Type: Buyer Type:

DISC: DISC:

Purpose of the Meeting - Objective from your perspective:

Does your prospect have the same objective?

Time:

Prospect's Expectations

End Result - next steps:

Biggest Fears:
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don’t need the money.
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e/Title: Contact #3 | Name/Title:

Buyer Type:

DISC:

My Expectations:
a:

Pains:

Pains:

b)

Budget:

c)

Decision Process:
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