i.
Client Context
Required: NameWhat they actually sell to clients
Who they sell to most often
ii.
The Numbers
Fill what's knownIn USD
Where they want to be
Critical for reactivation potential
Active pipeline / quarterly target
Critical for diagnosing the Follow-Up Gap
iii.
Revenue Motion
How they sell todayRoughly how revenue is sourced today, by channel
iv.
The Problems
The qualitative truthIn their own words. Pipeline thin? Pricing wrong? Proposals stalling? Forecast unreliable?
v.