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: 

​

• Person who prioritized

• Role of person who prioritized

• Prospect Demographics for Individuals

• Prospect NAICS

• Prospect Organization Name

• Prospect Zip Code 

• Prospect Prioritization (7 attributes)

​

​Calculations and Observations:

• Average for each attribute rated

• Scores for each prospect

• 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