Project templates

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Project scope

What is the main goal for this project?

We want you to investigate our sales funnel to help us understand why prospects are falling off and what changes we should make to increase sales. You will have access to our Sales Manager for information and we will provide all current sales collateral for review. You will also be provided high level data, but not individual account information.

What tasks will learners need to complete to achieve the project goal?

The final project deliverable is a 10-page written report detailing our current sales process and your recommended changes.

The report should include:

  1. A visual graphic of current sales process.
  2. Current touch-points between prospect & sales team.
  3. Current sales collateral that is exchanged.
  4. Drop-off rates between each sales stage.
  5. Recommendations for improvement.

How will you support learners in completing the project?

Students will connect directly with the employer for mentorship and supervision throughout the project.

What skills or technologies will help learners to complete the project?

Focus may include, but is not limited to:

  • Mapping our customer journey.
  • Identifying problem areas where prospects disengage from the sales funnel.
  • Developing recommendations of how we can improve our sales process.

Skills

None provided

Resources

No written resources exist for this project template.