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Intake Questions For Sales Professionals

By Teena Rose

1. Tell me more about the company you sell for. Revenue. # of Employees. Industry.

2. Describe a typical day in this role. What consumes your time?

3. Are you a business-to-consumer (B2C), business-to-business (B2B), or business-to-government (B2G) sales professional? Are you focused locally, nationally, or internationally?

4. Provide me with the names of 6-8 of your largest/highest-volume clients. Of this list, which did you secure for the company and what has been the estimated total sales volume since signing each client?

5. Tell me about your sales performance. What have been your largest sales and promotional successes?

6. Have you won any awards? If so, provide the name of the award and for what the award was for.

7. Do you have any management or training involvement in this role? Provide details.

8. What sales software do you use? Salesforce? Another proprietary CRM?

9. Do you negotiate product and/or service pricing, contract terms? What has been the largest contract you’ve negotiated to date?

10. Any notable success with toppling sales quotas? For a specific quarter? Yearly?

11. Do you manage a sales or departmental budget or have any other financial responsibilities I should know about?

12. If within management, have you had success with cutting customer cost-of-acquisition? Or, any impact on other areas of the sales funnel?

13. Any notable success with increasing market share? Or, tapping new sales channels?

14. What else should I know about this position that I didn’t ask?

Keywords Relevant to Sales Professionals

Account Acquisition & Expansion
Account Development & Management
B2B/B2C Customer Base
Brand Management
Business Development
Campaign Management
Channel Development
Client Base Development
Client Relations
Client Retention
Cold Calling
Competitive Analysis
Competitive Contract Award
Competitive Market Intelligence
Competitive Product Positioning
Consultative Sales
Contract Negotiations
Corporate Training Programs
Customer Base Growth
Customer Loyalty
Customer Need Assessments
Dept Budgeting/Forecasting
Emerging Markets
Enterprise Software Sales
Field Sales Management
Fulfillment
Global Markets
Global Sales
High-Impact Presentations
Incentive Planning
Indirect Sales
International Sales
International Trade
Key Account Management
Lead Generation & Cold Calling
Margin Improvements
Market Launch (New Product/Service)
Market Positioning
Market Reach & Expansion
Market Share Ratings
Market Surveys
Medical Device Sales
Multimedia Advertising
Multimedia Marketing Communications
Multi-Channel Distribution
Multi-Channel Sales
National Account Management
New Business Development
New Market Development
New Product Introduction
Pharmaceutical Sales
Post-Sale Support
Process-Driven Management
Product Launch/Rollout
Product Lifecycle Management
Product Positioning
Profit Growth
Proposal Development
P&L Management
Public Relations
Public Speaker/Communicator
Referral Sources / Prospecting
Relationship Maintenance
Repeat Business
Renewals Management
Revenue Growth
Revenue Retention
SaaS Sales
Sales Closing
Sales & Marketing Strategies
Sales Forecasting
Sales Management
Sales Market Expansions
Sales Presentations
Sales Team Management
Sales Team Training
Sales Training
Sales-Cycle Management
Software & Solutions Sales
Solutions-Based Presentations
Solutions Selling
Staff Coaching
Staff Development
Strategic Market Planning
Tactical Market Plans
Territory Development & Management
Territory Growth
Trend Analysis
Upsell Deals

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