By the time an RFQ reaches the quoting desk, much of the project has already been decided.
We follow one field visit that covers three projects: how it is captured by voice instead of a long form, how it separates into the right project records, how people mentioned but not present are still connected to the right job, and what the inside team sees afterwards. Then we jump forward to the moment a formal request arrives and lands on the project the field team created months earlier.
For principals, sales leaders, specification leaders and outside sales.
Agenda
- 1Why the RFQ is not the beginning of the project
- 2Why activity reports create effort but little reusable intelligence
- 3Live: one visit, three projects, one voice report
- 4Live: matching an existing project versus proposing a new one
- 5Closing the loop from field influence to inbound demand
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