Strategic Prospecting Plan

Closed
CheckingIn Software Ltd.
Vancouver, British Columbia, Canada
Sean Burke
CEO + Founder
3
Project
Academic experience or paid work
50 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Market research Sales strategy Marketing strategy
Skills
target market sales prospecting sales research
Details

To 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.

The project may include, but is not limited to:

  • Identifying new potential accounts that align with our current customer base.
  • Compiling relevant market information.
  • Building a customizable outreach script.
  • Creating a simple tracking framework, including metrics, for measuring outreach success.

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.

Deliverables
No deliverables exist for this project.
Mentorship

This is a major priority for our company and you will be working directly with our Head of Sales and CEO on this project.

About the company

Company
Vancouver, British Columbia, Canada
2 - 10 employees
Hospital, health, wellness & medical

A mental health and wellbeing platform for companies.