Strategic Prospecting Plan
Project scope
Categories
Market research Sales strategySkills
target market sales prospecting scripting sales presentations sales researchTo become a proactive sales team, we need assistance developing an outreach process. We would like to equip our sales team with a plan that guides them in researching new prospects, identifying key contacts, and reaching out with compelling messages. We would like you to create a simple step-by-step strategy for prospecting in our target market - family focused sales and service professionals.
The final project deliverable is a report including research, analysis, and recommendations. It should assist our sales team in successfully prospecting within our target market with actionable recommendations that will increase sales conversions. Recommendations on the content to include in sales presentations and scripting for sales conversations.
Students will work closely with the owner who is supervising and available for questions. This will also include occasional progress meetings where adjustments to the students' tasks and duties can be made if necessary.
About the company
Through my company, Engage Coaching Group, I am able to bring my passion to others. I am a best selling Author, a Mental Wellness Coach, and a Facilitator. I have over fifteen years of combined business development experience in the financial services and technology industries. I am a Certified Life Coach through the Certified Coaches Federation. I have a diploma in Transpersonal Counselling Psychology from Clearmind International Institute, and my Bachelor of Business Administration is from Simon Fraser University(major in Human Resource Management). Our mission is to help and support the mental wellness of 1 million sales and services professionals by 2026.