Customer Profile Questionnaire: Fill & Download for Free

Selling to unqualified leads is a waste of time. The key to overall corporate success is to make sure that you are pursuing the right prospects, and that they are qualified. By qualifying prospects, you ensure not only corporate success but also, in the long run, customer success.Keep in mind, not every sales opportunity is worth jumping at. Many companies get so excited at the prospect of a sale that they lose sight of the bigger picture of how the sale will play out down the road.Here are some guidelines to help you qualify your leads better:The Need FactorSelling to the wrong customers will definitely hurt your business. That said, from the get-go, you should be able to confirm with them whether they have a need that you can satisfy.You have to know how to fulfill their wants and needs. What are the results they want to get? And how will those results affect them, their team and their company?Customer ProfilingOnce you determine that you can indeed deliver what they're looking for. Now's the time to look at your prospect's profile. It's about making sure you aren't barking at the wrong tree.Is your lead an executive or a director? Most times, checking the information on your prospect's records can help prevent headaches down the line. You don't want to waste your effort pitching sales with an intern, right?Ask yourself, how well do they match my ideal customer profile? What industry are they in? How long is their sales cycle? Which tools have they used in the past?Probing your prospect would give you a better idea on who the key decision makers are in their company.*Note: You can check out our step-by-step guide on putting together an ideal customer profile written by Tenfold’s CEO: Why and How: Building An Ideal Customer Profile For B2B Lead Generation - TenfoldMoneyMaking sure your prospects can afford the solution you are offering to fix their problem should they decide they want it, is part of the qualifying process. Money questions will help you discover whether your prospect can afford your product or service.*Note: Instead of using the word “spend” with your prospects, help them realize that purchasing your solution is an “investment.”A question such as "What are you ideally looking to invest?" can help you launch a conversation about what the returns on their investment can be. This would help you negate pricing objections before they even arise.There you have it, I hope these suggestions help you find the right customers for your business.Keep in mind that it’s easier to get information from your prospects if you’re able to create an emotional connection with them. It’s all about tapping into their ego, emotions, frustrations and concerns.Dropping your pitch too early is like turning the meeting over to the prospect, who then starts asking you the questions, putting you on the defensive.You need to control the sales meeting and ask targeted questions to get all the pertinent information you require.To further expand your Questionnaire, you can check out the following article written by a colleague: Essential Sales Qualification Questions to ask of your CustomersHope that helps!

One day I got a mail stating "Thanks for taking growth profile questionnaire" and next day 500 rs is deducted from my account for SIP purpose.Who has taken the questionnaire is still a mystery!! :OI just want to ask, who has given the permission to deduct money from my account. !! (If they would have informed me, I would have invested 1000 for SIP.)I thought of calling Senthil(Sales guy from chennai) regarding this but its completely waste of time as he never picks up the call.. ( compelete dissonance)I wrote a mail stating my concern. As no one is picking the call.I had many issues with this Bank:1.They promised to open a salary account in just 3 days. (It took them 2 weeks to open)2. Once the ac got opened , my Name and Number was captured wrongly.(Data Entry was not done properly)3. Many more..I would suggest not to go with #KotakMahindraBank.As they cheat and lie all the time. And don’t value their customers hard earned money.

Let's first understand who are Fee only Financial Planners or SEBI Investment Advisors?Financial Planner or SEBI Investment Advisor is the person who does Comprehensive Financial Planning for the individual which includesInsurance planning both life and healthRetirement planningGoal based Investments in different assets classes mainly in Equity and Debt.Children education and marriage planning.Debt Management etc.Long term Wealth creation based on Mutual Fund investment in Equity and Debt.How do they prepare client’s financial plan?First of all Investment advisors collect all the information pertaining to client’s existing investments in different asset classes, their life goals, their existing insurance policies, their expenditure pattern etc.They access client’s risk profile by analyzing the answers stated on risk profiling questionnaire by their clients.Fee only Financial Planners’ main job is to help client identify their goals, priorities them according to their investible surplus. Investment advisor arrive at the future cost of the goals after taking inflation into account.They suggest their clients suitable financial products according to their risk taking capacity and time frame of these goals.Investment advisor support their client for full one year of their engagement for any financial queries.Hope you got the idea how Financial Planners work.Now let see what Financial planner mainly SEBI RIAs not do?SEBI Investment Advisor doesn't provide stock specific advise. They mostly prefer investment in equity through mutual fund route only over direct equity.He/she doesn't tactically change asset allocation based on market situation. Their decision doesn't depend upon short term/daily fluctuations in the marketHe/she doesn't frequently review the financial products suggested to the clients. RIAs don't entertain clients' urge to change funds in very quarter.. Frequent churning of the portfolio is not advisable.Good Investment advisors always try to manage the downside risk rather than maximizing the returns for customers. So they don't suggest very risky financial products even if client is ready to venture it out.SEBI RIAs doesn't try to generate optimum return by suggesting fancy financial instruments. Good RIAs always encourage clients to expect reasonable rate of return from their investment.Last but no least Investment Advisor does not guarantee the returns earned on the investment especially equity investment made by the customers on their advice. Nobody can predict the market. Nobody can time the market. Not even RIAs or any market expert.So if your Investment Advisor don't do the listed things, you are in the safe hands or else you need to change your advisor. As above mentioned things do not necessarily needed in Financial Planning