What version of the Survey is this?
Gartner Customer Request Clinic
Gartner Consultant Request Clinic on Behalf of Client
Gartner Post Clinic Update
Complete
Associate Name (person filling out this survey):
Name of MP on this account:
Client's Industry:
<Please Select...>
CPG-R
EMEA PS
FSI
Healthcare
HTTP
MFG-U
NA Federal
PS Canada
SLG East
SLG West
Organization name:
Attendee Name
Attendee email address(es)
Position
Which Event or Webinar are you attending?
<Please Select...>
Grapevine, TX - Data & Analytics Summit
Phoenix, AZ - Digital Workplace Summit
London, U.K. - Data & Analytics Summit
Please list which topic(s) you'd like to discuss, and any further information that can help us best align a Consultant to your top challenges.
Please explain any background information that our Consultants should know. This will make the clinic more efficient for all parties involved.
Preferred date and time (first choice):
Preferred date and time (second choice):
Is there a specific Subject Matter Expert needed? If so, please name below.
Clinics last up to 60 minutes, please select your duration:
<Please Select...>
60 minutes
30 minutes
Do you want an internal meeting setup before the Summit to discuss this Clinic?
Yes
No
Was this Account on your Business Case?
Yes
No
N/A
Was there a CXO in the meeting?
Yes
Another 'decision maker' was present
No
Which Internal Account Partners were in this meeting?
Account Executive (please name)
Executive Partner (please name)
Other
None
Other than the MP, which Practice Associates were in this meeting?
What type of client interaction was this?
<Please Select...>
Consulting Clinic
Coffee/Drinks/Meal
Gartner Zone
Custom Campaign
Theater Presentation
Industry Forum
Other
CRM Lead Entry
Please enter lead into CRM prior to completing this form and provide alias number below
Accelerated Lead, The alias is:
New Lead. The Alias is:
I need support entering this lead into CRM
No Lead/Opportunity
Practice #1
<Please select a practice line...>
Application Strategy
Benchmarks
Digital Talent and Organiation
Digital Business and IT
Infrastructure Platform and Operations
Data and Market Analytics
Score Solutions
Security and Risk
Sourcing and Vendor Ecosystem
Practice #2
<Please select a practice line...>
Application Strategy
Benchmarks
Digital Talent and Organiation
Digital Business and IT
Infrastructure Platform and Operations
Data and Market Analytics
Score Solutions
Security and Risk
Sourcing and Vendor Ecosystem
Lead Quality:
This will reflect in Oracle
<Please Select...>
A1: Commit for month indicated by Forecast Date
A2: Upside
B: Develop
C: Qualified
D: Identified
S: Suspect
No lead/opportunity
Lead Timeline:
Estimated close date
<Please Select...>
A Lead (will close 1-3 months)
B Lead (will close 4-6 months)
C Lead (will close 6+ months)
Estimated CV amount ($)
$
Project Name:
Would you like a DRB set up?
Yes
No
Already scheduled
Notes
These notes will be added to notes field in CRM