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Bread's Internal Process and Standard Operating Procedures Template
• Tell us more about the customer. What industry are they in? What product do they sell? What problem were they looking to solve?
• What were the customer's technical and business needs?
• What competitors did this customer evaluate? When did they come into/drop off from the process?
• What was this customer's buying process? What was their decision-making process?
• Who did our team come in contact with on the customer's team?
• What was the size and makeup of the deal?
• Who on our team was involved in this deal?
• What challenges did we encounter during this process? Business challenges? Pricing challenges? Technical challenges?
• What did we learn from this process? What do we do well, and what do we need to improve on?