This sales template includes 9 fields. Document pain points uncovered during discovery calls to align solution positioning and sales messaging. Free to customize and use on ZenBuild.
Rep Name (text, required)
Prospect Company (text, required)
Prospect Contact Email (email, required)
Deal Stage (dropdown selection, required) — options: Initial Discovery, Second Call, Demo Scheduled, Evaluation, Proposal Sent
Pain Categories Identified (checkboxes, required) — options: Cost Reduction, Process Inefficiency, Compliance Risk, Data Visibility, Scalability, Customer Retention, Team Productivity
Primary Pain Point Description (long text, required)
Impact of Not Solving the Problem (long text, required)
Is There a Stated Budget? (multiple choice, required) — options: Yes – Confirmed, Approximate Only, No Budget Yet
