Maximize Event Revenue through Strategic Partnerships Workflow

Initial Screening

Type: Fill Checklist

The Initial Screening step is the first stage in the business workflow where potential customers or clients are assessed for their suitability to work with the organization. This step involves reviewing a customer's or client's profile, including their business needs, goals, and requirements. The objective of this screening process is to determine whether the individual or company has a genuine interest in using the organization's products or services. During Initial Screening, a representative from the organization will typically review the customer's or client's details, assess their creditworthiness, and evaluate their ability to meet financial obligations. This stage also involves evaluating the level of engagement and enthusiasm the customer or client displays towards the organization's offerings. The outcome of this screening process will determine whether the individual or company proceeds to the next stage in the workflow or is disqualified due to insufficient criteria being met.