Target Account Selection Survey
Help us identify and prioritize the most promising target accounts by answering the following questions.
Account Name
*
Industry/Vertical
*
Please Select
Technology
Healthcare
Financial Services
Retail
Manufacturing
Education
Other
Estimated Account Potential
*
High
Medium
Low
How well does this account fit our ideal customer profile?
*
Poor Fit
1
2
3
4
Excellent Fit
5
1 is Poor Fit, 5 is Excellent Fit
Current Level of Engagement
*
No engagement
Initial contact
Ongoing conversations
Active opportunity
Access to Decision Makers
*
No Access
1
2
3
4
Full Access
5
1 is No Access, 5 is Full Access
What is the urgency to pursue this account?
*
Immediate
Within 3 months
This year
Long-term
Relationship Status
*
New prospect
Existing customer
Past customer
Please rate the overall attractiveness of this account.
*
1
2
3
4
5
Key Factors Assessment
*
Rows
Not Important
Somewhat Important
Very Important
Strategic Alignment
1
2
3
Revenue Potential
4
5
6
Competitive Position
7
8
9
Growth Opportunity
10
11
12
Submit
Should be Empty: