CONTACT

Company: / Name: / Title: / Date: /

BUSINESS ISSUE

Describe the strategic business driver that the customer is planning to accomplish to meet their business objectives. Typically what the customer is measured on at review time. List the top 1-2. / Notes:

ANXIETY QUESTION

Create anxiety questions that are short, create an emotional impact, and make the prospect experience the negative impact of not implementing your solution. / O-P-C Question Examples:
What is the impact or ramification if they do not achieve their Business Issue at all? Or if not achieved on time?

Problem

List the problems that prevent the customer from resolving their business issues, in their words. Which probing questions did they agree with? List all that apply. / O-P-C Question Examples:
Open:What stands in the way of resolving or achieving the Business Issue?
Probe:Do you ever struggle with…?
Confirm: What I’m hearing is…?
Notes: /

Solution

List the prospect’s description of their desired solution to those problems, in their words. Which probing questions did they agree with? List all that apply. / O-P-C Question Examples:
Open:What do you think would solve…?
Probe: Have you thought about…?
Confirm: Will these capabilities enable you to solve the Business Issue?
Notes: /

VALUE

Business Value: Describe how the customer will measure the impact of your solution on their business issue in terms of quantifiable positive impact on the business issue. / O-P-C Question Examples:
Open:How would you qualify the value?
Probe:Can you estimate the loss…?
Confirm:Do you see enough value to move forward with us?
Notes:
Personal Value: Describe how the customer will realize the impact of your solution personally, e.g., career achievement, bonus, status. /

Power

Identify all people with the power to make the ultimate decision or veto the decision. Describe your client's decision-making process. / O-P-C Question Examples:
Open:Who is involved in the decision?
Probe:Who has signing power? Can anyone veto this decision?
Confirm:When can we meet…?
Notes:

Plan

Describe the steps needed to close the opportunity. What activities does the prospect need to see to be convinced that you are the right organization to do business with?The plan should reflect the date that the prospect expects to realize the value or results of your solution. / O-P-C Question Examples:
Open:What steps do you suggest?
Probe: ROI Analysis? Meet with all stakeholders?
Confirm:If this solves the issue, will you take action?
Notes:
1. / Enter task here. / Enter date here. /
2. / Enter task here. / Enter date here. /
3. / Enter task here. / Enter date here. /
4. / Enter task here. / Enter date here. /
5. / Enter task here. / Enter date here. /
6. / Enter task here. / Enter date here. /

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