Customer Engagement and Sales Process for Climate Legacy

Closed
Main contact
Climate Legacy
Toronto, Ontario, Canada
Heather Deeth
Founder/CEO
2
Project
Academic experience
80 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Communications Product or service launch Sales strategy
Skills
sales process customer engagement strategy customer engagement sales
Details

The main goal for the project is to create a customer engagement and sales process for Climate Legacy, a company focused offering climate positive plans to individuals. This will involve several different steps for the learners, including:


- Analyzing the current customer journey and sales process.


- Developing a customer engagement strategy that aligns with the company's mission and values.


- Implementing a sales process that effectively communicates the benefits of Climate Legacy's products


- Creating a system for tracking customer interactions and sales performance.


Deliverables

By the end of the project, learners should complete the following tasks:


- Analysis of the current customer journey and sales process.


- Development of a customer engagement strategy document.


- Implementation of a new sales process.


- Creation of a system for tracking customer interactions and sales performance.



Final deliverables should include:


- A comprehensive report outlining the new customer engagement and sales process.


- Documentation of the implemented system for tracking customer interactions and sales performance.


Mentorship

The learner will have access to myself and network. I'm keen to support people transition into the next economy, climate tech and action.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Climate action

About the company

Company
Toronto, Ontario, Canada
0 - 1 employees
Banking & finance, Technology
Representation
Women-Owned Sustainable/green

Climate Legacy creates climate-positive plans for individuals, aiming to eliminate their Lifetime Emissions. It provides guidance on practical reduction pathways and the ability to offset impacts through high-quality carbon removal projects that contribute to landscape renewal on a bioregional scale. This process enables individuals to fully reconcile their impact, achieving net-zero and, subsequently, climate-positive status. In this critical period for climate action, this approach gradually becomes a significant legacy, benefiting not just the individual's family but future generations worldwide.