Sales Process Optimization

Open
Linkbase
Kelowna, British Columbia, Canada
Employer
(17)
3
Project
Academic experience or paid work
60 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Operations Sales strategy
Skills
sales process lead generation sales operations research scripting
Details

Our company is hoping to improve our sales process to improve our ROI and overall operations. In this project, students will evaluate our current sales process, determine bottlenecks, and create recommendations as well as new training materials. Based on research and best practices you will develop new scripts for our sales staff to use to improve the quality and quantity of leads generated and increase the conversion rate.

This will involve several different steps for the students, including:

  • Evaluating our current sales process by speaking with sales representatives and examining our handbook and protocols.
  • Researching industry sales processes and lead generation strategies.
  • Create recommendations that will improve our leads and conversion rate.
  • Writing new sales scripts for both phone calls and emails.
  • Creating an updated sales process handbook.
Deliverables

By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):

  • Evaluated our current sales process.
  • Researched competitors' sales processes.
  • Created recommendations on how to improve our sales process.
  • Written new sales scripts to generate better leads.
  • Created an updated sales process handbook.

Bonus steps would include:

  • Creating multiple versions of the sales script tailored to our different products/services.

Final deliverables should include

  • A sales process handbook with general information and scripts.
  • A report with all research, recommended solutions and an implementation plan.
  • A 20-minute presentation on the report and handbook.
Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
Kelowna, British Columbia, Canada
2 - 10 employees
Real estate

We help Vacation Rental Property management companies scale their portfolio using our software. We integrate with global hardware manufacturers and connect seamlessly with all major PMS (Property Management softwares) to automate your operations.