Company X: Prospect · For Lina, the sales representative responsible
New opportunity to assess
- Why now
- The company is planning a new production facility.
- Potential need
- Less downtime.Information from a customer conversation that needs to be confirmed.
- Your offering
- Operations monitoring and preventive maintenance may be relevant.
- Next step
- Confirm the timeline and operational reliability needs.
Sources for the example
- Press release from Company X: planned expansion.
- Sara's customer meeting with Company Y: information about downtime at Company X. Needs to be confirmed with Company X.
Fictional sources showing how the brief can be presented. The sources are part of the example.
Example of a contact brief
- Purpose
- Confirm the timeline for the new facility and the customer's requirements for operational reliability.
- Questions to bring
- When do you plan to start? Which operational problems do you want to prevent? How do you work with monitoring and maintenance today?
- Possible opening
- “I saw that you are planning a new production facility. We work with operations monitoring and preventive maintenance. Would it be relevant to talk about your requirements for operational reliability in the new facility?”
Illustrative example. The sales representative reviews and adapts the brief before making contact.