Recycling Technology Innovations for Better Outcomes Workflow

Initial Screening

Type: Fill Checklist

Initial Screening is the first step in the business workflow process where new clients or customers are evaluated to determine their potential for conversion into paying customers. This stage involves reviewing and analyzing relevant information about the prospect such as their company profile industry background past experiences and any existing relationships with the business. The primary objective of Initial Screening is to identify whether the prospect meets the basic criteria and qualifications required to move forward in the sales process. This step helps the business to gauge the potential revenue and ensure alignment with its marketing strategy. As a result of this evaluation a decision is made to either proceed with further engagement or dismiss the lead based on their viability as a paying customer.