CFT_3.2_Prioritization of Prospects (.xlsx)

Title: CFT_3.2_Prioritization of Prospects (.xlsx)

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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) 

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​Inputs: 

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• Person who prioritized

• Role of person who prioritized

• Prospect Demographics for Individuals

• Prospect NAICS

• Prospect Organization Name

• Prospect Zip Code 

• Prospect Prioritization (7 attributes)

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​Calculations and Observations:

• Average for each attribute rated

• Scores for each prospect

• Comments for prospects

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(see images below)

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CFT_3.2_Prioritization of Prospects Survey (partial screen)

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