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Pre-sale follow-up programs for

standout businesses.

For busy sales teams that wouldn't mind some assists. The CSI Prospect Program turns difficult sales into layups.

Our CSI Prospect Program

We use our pre-sale follow-up programs to transform sales teams. Here's how we do it.

CSI Prospect Program

Prospect Preferences

We'll start by reaching out to your prospect via a phone call. On that phone call, we'll ask them questions and gather information about what they are looking to purchase. We'll identify their product/purchase preferences, i.e. what they want, their budget, when they're looking to buy, special requests, etc.

CSI Prospect Program

Prospect Feedback

We'll gather feedback from your prospect in several areas, i.e. their experience with you so far, performance and treatment by the staff, accommodations, etc. These insights can be used to refine the buying process to make it as smooth and effortless as possible for your customers.

CSI Prospect Program

Prospect Priorities

We'll identify your prospect's needs, terms, and conditions that must be met for them to buy. We'll gauge their current interest level and determine exactly what the prospect feels you need to do to earn their business.

CSI Prospect Program

Prospect Disqualification

We'll confirm where your prospect is in the buying process and disqualify anyone who is no longer looking to buy, bought somewhere else, or meets any other specified disqualifications. This keeps your sales team efficient by avoiding time spent on unqualified leads.

Take your sales department to new heights.

Here's why our prospect program is the perfect partner for your sales team.

Boost your sales.

We'll set your team up to close easy sales. Let us do the dirty work and keep your salespeople doing what they do best... closing deals.

Audit your sales department.

Identify areas of improvement in your sales department through the experiences of your prospects. Evaluate your team's performance and make any improvements necessary.

Improve your sales team.

We'll identify any prospects that have bought elsewhere and end the chase on unqualified leads. We'll make your sales team more efficient by allowing them to spend their time on qualified leads only.

Team Up With Our Customer Service Experts

Schedule a Discovery Call today. We'll get to know each other and see if our expertise aligns with your goals.

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Hit the "Book a Discovery Call" button and choose a 30-minute time slot that works best for you.

We'll send the meeting details over to your email.

We'll see you at the time you chose to get to know each other and discover if CSI can help you achieve your goals.

What Our Clients Think

Don't just take our word for it. See what our Prospect Program clients have to say about us.

"Our business has considerably grown since we began working with CSI. The customer service we receive and the interactions our clients receive are excellent."

Angler's Port Marine

Zandy Larson, Marketing Specialist

Award Winning BDC

CSI is a nationally recognized award winning business development center.

WINNER

SUPPLIER

OF THE YEAR

2007

MRAA AWARDS

Presented at the MDCE Annual Awards Ceremony

Get your free copy of our CSI Playbook.

Learn how to implement a winning customer follow-up system in your business.

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One 3-5 minute read per month to improve your customer service.

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