Account name
Company type · Market · Date logged
- Contact
- Name and role of the person who signs off
- Reason
- Why the need exists right now, in concrete terms
- Scope
- Type of work and approximate size, where known
- Timing
- When they expect to move, in their words
- Fit check
- Which of your stated criteria this account meets
- Status
- What has been said so far and what they're expecting next