Strategic Prospecting Plan


Project scope
Categories
Market research Sales strategy Marketing strategySkills
target market sales prospecting 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.
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.
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
A mental health and wellbeing platform for companies.