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Template: Sales Intake
Cross-Selling Opportunity Form
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Identify potential cross-selling opportunities from existing clients.
This is a preview of the template. Click here to use it.
Client Name
*
Company Name
Current Products/Services Used
*
Additional Products/Services Interested In
Budget for Additional Products/Services
Less than $5,000
$5,000 - $10,000
More than $10,000
Timeline for Purchase
Within 1 month
1-3 months
More than 3 months
Additional Comments
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