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Business Grant Telephone Agenda

Below are a list of topics and questions that your service consultant will discuss with you during the phone interview about your company. Please think about these topics in advance to prepare for your interview. If you are unsure, your consultant will explain to you what they are looking for.

What is the main purpose for this plan?


What are all the services or products you offer, with as much detail as possible? For example, if you sell coffee, I would like to know what sizes, blends, flavors, styles, etc.

What is the target customer you would like to reach? For example: a flower shop in the business district of downtown, may have a target customer of 25-50 year old men, who work in business, are married for 5 or more years, have a small family and are upper middle class.

How will you market your company? This involves how you let your customers know that you exist. Examples of marketing include an online website, listing your business in the phone book, handing out brochures, putting up flyers, mass mailings, etc.

How do you plan to close your sales? Will all sales be done through telemarketing on the phone? Will sales consist of giving a price quote and preview of services first? Will sales be completed in a retail store after the customer shop