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PTL 5.0 Qualify Project Contacts


Goal:

• To gather a listing of all contacts involved in a project, including masons, architects, and building contractors, as well as competitors.

Outline:

3.0 Convert Lead to Contact
4.0 Gather Contact Data Details
5.0 Qualify Project Contacts
        5.1 Assign Project Champions
        5.2 Assign Primary Agents
        5.3 Pre-Qualify Project
6.0 Project Evaluation
7.0 Bid Preparation and Submittal

Resources:

  Checklist   Marketing Support
  Dialog
   Training
  Forms (& Form Letters)   Tutorial

Details:

Intent:
    Assemble and gather all the contacts and sort them according to their various offices or assignments within a project.

Benefit:
    All the relationships we are able to develop and foster. We’ll also be able to identify in an interactive sense the people involved with the project that might have the answers to help us progress faster.

Definition
    Capture names and info of people and companies that are assigned to a project.