Prospect Discovery

Help us shape the right approach

Your answers give us the context we need to build a targeted prospecting plan around your business. It takes around 15 minutes. Share as much or as little as you have to hand; rough estimates are fine.

10 questions~15 minutesProgress saves on this device

About you

Your name

Please add your name.

Company

Please add your company.

Job title (optional)

Please add a valid email address.

Your market

Who is your ideal client profile (ICP)?

Please describe the types of companies you most want to work with, including sector, company size and any priority markets or regions.

Sector(s)

Company size

Priority markets or regions

Anything else about your ideal client

Who is the ideal prospect within those companies?

Which departments, job titles and levels of seniority are the best fit?

Departments

Seniority

Job titles and buying roles

Your pipeline & numbers

What does your current sales pipeline look like?

Approximately how many companies are in it, and are there any clear clusters by sector or category? For example, what proportion is in grocery?

Companies in pipeline (approx.)

Share in grocery (approx.)

Clusters by sector or category

Can you confirm your average order value (AOV)?

Our current assumption is approximately £125,000. Please confirm or share your latest estimate.

Yes, ~£125k is right It's different Not sure

Notes (optional)

Which systems are you currently using?

Please confirm your CRM and the platform your website is built on.

CRM

Website platform

Other relevant tools (optional)

Goals

What are your current commercial targets?

Please share the key targets you are working towards, such as revenue, new clients or qualified opportunities.

Revenue target

New clients target

Qualified opportunities target

Over what period?

Other targets or context (optional)

What would an ideal quarter look like for your business?

In particular, what level of closed revenue would you be aiming for?

Closed revenue in an ideal quarter

What else would make it a great quarter?

Proof & momentum

Which customer use cases or success stories are strongest?

Please share any case studies, client examples or measurable results that would help us demonstrate your value.

Use cases, examples and results

Links (optional)

Attach a case study (optional · one file, max 8MB) Choose a file or drag it here

That file is over 8MB. Please share a link instead.

Do you have any upcoming events or other meaningful activations planned?

Please include dates, audiences and any goals you have for them, if known.

Is there anything else we should know to shape the right approach?

This could include current priorities, previous activity, available resources or any challenges you are looking to address.

Your responses go straight to the NEO team and are only used to plan our work together.

Received

Thank you

We've got your responses. The NEO team will review them and come back to you with next steps shortly.