Requirement Gathering Script

Team: B2B Sales

When Used: After the initial contact (Corporate Introduction Script) — used to collect specific information on the client’s device disposal needs.

Goal: To understand the corporate client’s requirements, volume of devices to be sold, and set up a proposal/plan for them.

Tone: Professional, consultative, and inquisitive.

English Version (Official Script)

👋 Opening:

“Hi [Corporate Lead Name], it’s [Your Name] from Cashkr again.

Thanks for taking the time earlier. I’d like to dive a bit deeper into your needs so that I can create a tailored solution for your company. Do you have a moment?”

If Yes:

“Awesome! I just have a few questions to make sure we provide the best service possible. This will also help us determine how many devices you need to offload, and any special requirements you may have.”

Step 1 – Understand the Need

“I’d love to know more about your company’s process of managing old devices. Can you share how many devices you typically need to dispose of or sell per month?”

1️⃣ How many old devices (laptops, phones, tablets) does your company replace each month?

2️⃣ What types of devices are they (smartphones, laptops, tablets, etc.)?

3️⃣ Do you have any specific models that you often need to sell?

(If Yes to specific models)

4️⃣ Do you prefer selling particular brands/models more often (like iPhones, Samsung, etc.)?

Step 2 – Current Solution (Understand the Existing Process)

“I understand that you might already have a process for handling this. Could you let me know:

1️⃣ How do you currently dispose of or sell old devices?

2️⃣ What challenges are you facing with your current solution? (e.g., delayed payments, limited reach, device pricing)

This helps us see where we can provide a better solution.”

Step 3 – Clarify Any Special Requirements

“Do you have any specific requirements regarding:

1️⃣ Device condition and grading (e.g., do you need detailed reports or certificates of recycling)?

2️⃣ Device data wiping/secure destruction requirements?

3️⃣ Shipping or pickup preferences (on-site pickup or prefer to ship devices to a central location)?

4️⃣ **Do you need us to provide any special pricing for bulk orders or recurring services?”

Step 4 – Understand Their Decision-Making Process

“I’d also like to understand your decision-making process:

1️⃣ Who in your company will be responsible for finalizing the partnership? (e.g., procurement, IT, or finance department)

2️⃣ What’s the usual turnaround time for approval?

This helps us ensure we meet your internal timelines.”

Step 5 – Next Steps

“Based on the details you’ve shared, I’ll prepare a custom proposal outlining:

1️⃣ The best pricing for your devices based on volume

2️⃣ The steps in our device pickup and payment process

3️⃣ Any special terms based on your specific requirements

When would be a good time to schedule a follow-up meeting where I can present the proposal to your team?”

If Yes to Meeting:

“Great! I’ll send over a calendar invite for [date/time]. Looking forward to connecting again.”

If No to Meeting:

“I understand. Would it be helpful if I sent over a detailed proposal via email for your team to review at their convenience? We can set up a call once it’s been reviewed.”

Closing Statement:

“Thank you again for your time, [Corporate Lead Name]. I’m confident Cashkr can offer a solution that works seamlessly with your needs, and we’re excited to help you offload your old devices. I’ll follow up with the proposal and be happy to answer any questions once you’ve had a chance to review it.”

Hinglish Version (For Real Conversations)

Opening:

“Hello [Corporate Lead Name], main [Your Name] bol raha/rahi hoon Cashkr se.

Pehle aapne jo time diya uska dhanyawaad. Main aapke company ke requirements ko samajhna chahta/chahti hoon taaki hum aapke liye best solution de sakte hain. Kya aapke paas thoda waqt hai?”

Step 1 – Need Understanding:

“Sabse pehle yeh batayein ki aapka company kitne purane devices (laptops, phones, tablets) har mahine bechne ya dispose karne ke liye ready karta hai?”

Har mahine kitne devices aapko offload karna padta hai?
Kaunse devices aapke company mein zyada replace hote hain?
Aapko koi specific brand/model chahiye hote hain bechne ke liye?

Step 2 – Current Solution:

“Abhi aapke paas apna koi solution hai in devices ko dispose karne ka?

Aap kis tarah se apne devices ko bechne ya dispose karte hain?”

Aapko koi challenge feel ho raha hai apne current process mein?

Step 3 – Special Requirements:

“Kya aapko koi special requirements hain jaise:

Device condition grading (e.g., reports chahiye ya certification of recycling)?
Data wiping or secure destruction requirement?
Pickup preferences (on-site ya ship karna chahenge)?

Step 4 – Decision Making Process:

“Final decision kaun karega aapke company mein is partnership ke liye?

Aur usually kitna time lagta hai approval lene mein?”

Step 5 – Next Steps:

“Main aapke diye gaye details ke hisaab se custom proposal prepare karunga, jisme sab kuch cover hoga.”

Closing:

“Phir se time dene ka dhanyawaad, [Corporate Lead Name]. Main aapko proposal bhejunga aur aapke team se discuss karne ke baad hum follow-up meeting schedule kar sakte hain.”

✅ Internal Notes for Cashkr Team:

Track in CRM: Add to Corporate Lead Pipeline and meeting scheduled if confirmed.
Follow-up with Proposal: Send an email with the detailed proposal and action items.
If lead is unresponsive, send a reminder email after 3–4 days.