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Agent Name *

Opportunity Name *

Name of Opportunity Client *

Website of the Opportunity client

Industry of the Opportunity *

Opportunity Primary Contact (SPoC) Name *

Email of Primary Contact of the Opportunity *

Primary Contact (SPoC) Mobile

Primary Contact (SPoC) Role/Title *

Primary Contact (SPoC) Decision Maker?

Primary Contact (SPoC) Preferred Language

Immediate Issues or Pain Points *

Business Processes Needing Improvement *

Number of Active internal Users

Estimated Budget

Additional Notes

Provide extra details about the opportunity, such as the client’s current system, key challenges, required modules, integration needs, and expected implementation timeline. If they are looking to replace their system, highlight why and what improvements they seek.

Are they using Odoo?

Support Type Needed

Third-Party Integrations?

Need Documentation or Training?

Data Security/Access Requirements

Preferred Start Date

Timeline for Implementation

Payment Terms

Specific Workflows for Demo?

Best Time to Schedule a Demo?

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