Customer Type Select…New CustomerExisting Customer

Business Name

Client Phone

Client Email

Sales Rep Name

Product/ Service for Demo

Date

Business Type Select…Table serviceQSR (Quick Service Restaurant)BarOther

Business Hours

Number of Locations (if more than one)

Number of Terminals

Size of Location (sq ft/ seating)

Max Guest Count/ Volume

Condition of Site (general state of repair)

Condition of Restaurant Equipment

POS in Use Now (if any)

What they LIKE about current system

What they DON'T like

Known Issues with Current POS

Future Features Desired

Hardware Needs PrintersTerminalsHandheldsTabletsOther

Tech Requirements (handhelds/tablets)

Third-Party Integrations (Doordash, Uber eats, Grubhub, etc.)

Networking Runs/ Patch Panel Ready? Select…YesNoUnsure

Internet Status/ Quality Select…StrongWeakNeeds upgrade

Take picture if possible (please attach here)

Should we discuss pricing/rates in this demo? Select…YesNo

Rates Quoted (if applicable)

Relevant Cost Areas Select…HardwareSoftwareBoth

What Features to Highlight

What Features to Avoid (for now)

Loyalty Programs (if relevant) Select…YesNo

Tabs/ Card-Hold Workflow Needed? Select…YesNo

Support needs identified

Notes for team (Client Expectations/ Red Flags/ Key Points)

Notes for team (Background [previous systems, unique requirements])