WFS Masters Internal Intake Form

Invitee Information

First Name*

Last Name*

Email Address*

Title

Company*

Country of Residence*

Has this person been previously invited to the Masters Tournament?

Yes

Has this person previously attended the Masters Tournament?

Yes

Account/Customer Information

WFS/WKES Account Owner*

WFS/WKES Account Owner Phone Number*

Current Sales Stage*

Description of Prospect/Customer*

Please provide relevant details about sales stage or if this is an existing customer describe the relationship, duration, etc.

Customer/Prospect Business Overview*

Tell us business type: what do they do, what vertical & marketplace they serve. Describe energy needs; if we can up-sell or cross-sell or if this an at-risk customer that requires retention efforts.

What’s the customer/prospect need and challenges?*

Current org/industry challenges. How are we helping them to meet those needs and challenges as an existing customer or how can we help if they are a prospect?

Short, medium and long-term goals with this customer/prospect*

Broad summary of what we want to achieve, and how we will go about achieving it and with whom, in the next few weeks, months and years.

Salesforce Account Link

If this customer/prospect is in Salesforce, please provide the account link.

Personal Insights about Customer/Prospect*

Family / passions and interests / work history

Employee (Your) Details

WFS Employee Name*

Please provide your name.

Employee Email Address*

Enter your email address

Compliance Certification

I hereby declare that I have reviewed and will continue to comply with the WFS Code of Conduct (and in particular those sections regarding avoiding bribery and conflicts of interest) and the WFS Anti-Corruption Policy at all times, and that any invitation(s) that I am affiliated with for the Masters Tournament is not and/or was not requested, given or promised, directly or indirectly, for the purpose of influencing any act or decision, securing any improper advantage, or inducing any invitee or anyone acting on their behalf to use their influence improperly to obtain or retain business for WFS (including without limitation employees of WFS, its suppliers, customers or business partners). This includes, but is not limited to, any effort to influence improperly the result or terms of any outstanding tender, bid or contract negotiation to which WFS is or will become a party.  Moreover, I declare that I am not aware of any reason that attendance by my intended invitee(s) would be a violation of any other policy, government regulation, or restriction on receiving business gratuities that may be applicable to the invitee(s).

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I understand and acknowledge compliance*