AI Checklist Generator

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Home > Check what to ask a client when he calls us to buy. Kind of a CRM one

Check what to ask a client when he calls us to buy. Kind of a CRM one

Obtain the client's name

Ask for the client's contact information (phone number, email)

Verify the client's company name (if applicable)

Inquire about the product or service they are interested in

Ask for the quantity they wish to purchase

Confirm any specific preferences or requirements (e.g., size, color, features)

Ask about the client's budget for the purchase

Discuss payment methods (credit card, bank transfer, etc.)

Confirm if they need an invoice or receipt

Inquire about when they need the product or service

Discuss delivery options and timelines

Confirm the delivery address (if applicable)

Ask if they have any questions or concerns about the product/service

Inquire if they need any additional products or services

Confirm if they are interested in any ongoing promotions or discounts

Set a follow-up time or date (if needed)

Confirm the best method to contact them in the future

Thank the client for their call and interest in your products/services

Feel free to adjust or expand any sections based on your specific needs!

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