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AM Prospect Approval Request – Sand Island

AM Prospect Approval Request Form - Sand Island

The full name of the prospect’s company (restaurant, hotel, cafeteria, etc.).
The name of the primary contact person (e.g., purchasing manager, chef, restaurant owner).
The title or role of the contact person (e.g., Head Chef, Procurement Manager, Operations Director).
The contact's phone number (main office or direct line).
Address(Required)
Classification of the business (e.g., Restaurant, School, Hotel, Hospital, Catering, etc.).
The number of locations the prospect operates (if applicable).
Types of products they typically order or may be interested in (e.g., fresh produce, dairy, frozen foods).
Estimated annual spend or budget on foodservice supplies (based on research or conversations).
Decision-Maker Identified?
Whether the decision-maker has been identified (important for sales follow-up).
If Decision-Maker has been identified
Where the lead was generated from (e.g., referral, cold call, website inquiry, event, trade show).
Date of First Contact
Date when the first contact was made with the prospect (helpful for follow-up scheduling).
Next Follow-Up Date(Required)
Date when the next follow-up with the prospect is scheduled (helps with reminders and tracking).
Type of opportunity (e.g., New Business, Expansion, Replacement).
Any additional notes or comments regarding the prospect (e.g., preferences, special needs, or follow-up details).
Competitors currently serving this prospect (if known, helps with competitive analysis).
Estimated Close Date
Estimated date when the prospect is expected to make a decision or close the deal.
Very unlikelyUnlikelyPossible 50/50LikelyVery Likely
Likelihood of converting the prospect into a customer. 1 not likely - 9 extremely likely