CFT_3.2_Prioritization of Prospects (.xlsx)
Title: CFT_3.2_Prioritization of Prospects (.xlsx)
Purpose and Value: Rates prospect individuals and organizations against various criteria, to help determine those most important and critical to the organization's success
Responsibility: Customer Focus Team (CFT)
Inputs:
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Person who prioritized
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Role of person who prioritized
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Prospect Demographics for Individuals
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Prospect NAICS
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Prospect Organization Name
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Prospect Zip Code
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Prospect Prioritization (7 attributes)
Calculations and Observations:
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Average for each attribute rated
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Scores for each prospect
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Comments for prospects
(see images below)

CFT_3.2_Prioritization of Prospects Survey (partial screen)

CFT_3.2_Prioritization_Prospects (.xlsx) Example of 7 Attributes, Averages, Scores and Comments