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1. Prospect Information (Your Customer) A. Company Name: Type of Business: Address: is this headquarters or a business unit or local division etc.? At this

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1. Prospect Information (Your Customer) A. Company Name: Type of Business: Address: is this headquarters or a business unit or local division etc.? At this stage you should have identified at least three (3) key buying influencers. Use tools such as Zoominfo, LinkedIN, to identify possible names. But remember if you can't find the information you may supply it but make a note that you have done so. B. Key-Person Information Name: Job Title: Role in Purchase Decision: Communication Style

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