Client Acquisition Audit Form
Evaluate and document the details and quality of your client acquisition process.
Client Name
*
Date of Acquisition
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Acquisition Source
*
Please Select
Referral
Website Inquiry
Social Media
Event/Networking
Cold Outreach
Other
Client Qualification Status
*
Highly Qualified
Moderately Qualified
Low Qualification
Lead Quality Assessment
*
1
2
3
4
5
Acquisition Channel
*
Please Select
Online
Offline
Partner
Direct Sales
Other
Main Steps Followed in Acquisition
*
Staff Responsible for Acquisition
*
Acquisition Outcome
*
Client Onboarded
Pending Decision
Lost Opportunity
Recommended Next Actions
Additional Comments
Submit Audit
Should be Empty: