Clarity Session Report

Date of Session*
MM slash DD slash YYYY
Session Type*
Sales Team Member*
Prospect's Full Name*
First Last
Business/Company Name
Email Address*
Please be sure this is the same email address that was used for the acuity appointment.
Clarity Session Results
Status of the Business*
Please describe the discussion of their current business state.
How can Pearl Collective benefit the prospect?
Describe your discussion of how Pearl Collective's services can benefit the prospect's business.
Coaching or advice provided during the call.*
Describe any coaching or advice offered to the prospect during the call.
Prospect's Fit and suggested offer*
Describe the programs and/or coaching that you offered the prospect.
Prospect's coachability*
During your discussion, how do you assess the prospect's coachability and/or fit with the GDCC culture?
Summary*
Summarize your take on the prospect and the outcome of the Clarity Session. Include any other comments that you didn't share in other sections.
Are you submitting a Program Order Request?*
- Yes
- No
- Requesting Proposal
Thank you for completing the Clarity Session Report. This report will be posted to Slack and Keap for historical record. If you need a proposal created, please advise Kristin with the details. This report will be posted to an available Deal and Person in Pipedrive. Please be sure to update the prospect record in Pipedrive and move them to the appropriate stage.

Clarity Session Results