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Partner Affiliate - Sales Handoff Quiz

Sales Handoff Quiz

This quiz helps partners handoff leads to NOW group with key information and data points available to our sales team for effective follow up. The quiz has a mix of selectors and scoring questions designed to make our weighting and next steps precise.  

Scoring system out of 5: 
1 = Assumption / not confirmed
3 = Somewhat confirmed
5 = Confirmed directly with the prospect

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Question 1 of 8

Q1) Tell us the Leads Name and company & describe their ICP (briefly) Include clients website link in answer where possible. 

Question 2 of 8

Q2) Problem Clarity (pain + desired outcome) out of 5 | How clear is the prospect’s primary goals/problems that NOW Group solves well?”

A

1 = Assumption / not confirmed

B

2

C

3 = Somewhat confirmed

D

4

E

5 = Confirmed directly with the prospect

Question 3 of 8

Q3a) Specific offer Alignment out of 5 (Network vs Tinderbox)

“How confident are you the know which offer is their best starting point to solve said goals/problems?”

A

1 = Assumption / not confirmed

B

2

C

3 = Somewhat confirmed

D

4

E

5 = Confirmed directly with the prospect

Question 4 of 8

Q3b) - Tell us their preference - (Network vs Tinderbox) Select all that Apply! This question Triggers Tags and automations to support the sales nurture.

(Select all that apply)
A

NOW Networking

B

NOW Courses

C

NOW tinderbox

D

NOW Business Advisory (Strategic Trinity Advisory)

Question 5 of 8

Q4) What Docs have been shared?

“Have you shared any docs/assets?”
(Select all that apply)
A

NO

B

Yes — Visitor Guide

C

Yes — Tinderbox Page

D

Yes — Onboarding video (NET_SYNC explained + membership benefits)

E

Yes — Other (link/notes)

F

Yes - Chris's Linkedin profile shared (Holds all assets above)

Question 6 of 8

Q5) Decision Readiness (authority + budget comfort) out of 5 

“How confident are you they can make a decision and are comfortable with the investment?”
A

1 = Assumption / not confirmed

B

2

C

3 = Somewhat confirmed - Triggers warm lead Tag

D

4 - Triggers warm lead Tag

E

5 = Confirmed directly with the prospect - Triggers HOT lead Tag

Question 7 of 8

Q6) Investment comfort (Out of 5) Pricing discussed and indicated budget alignment 

A

1 = Assumption / not confirmed

B

2

C

3 = Somewhat confirmed

D

4

E

5 = Confirmed directly with the prospect

Question 8 of 8

Relationship influence and trust level? (Out of 5)

A

1 = Assumption / not confirmed

B

2

C

3 = Somewhat confirmed

D

4

E

5 = Confirmed directly with the prospect

Confirm and Submit