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Ellis Reid LLC
Waukesha, Wisconsin, United States
AD
President
Preferred learners
  • Anywhere
  • Academic experience or paid work
Categories
Marketing Market research Sales strategy
Skills
sales process sales prospecting target market sales research scripting
Project scope
What is the main goal for this project?

Our company is looking to build our sales funnel by creating a comprehensive list of targets and then developing outreach processes to attract them to our services. We are hoping to find students that are excited to build a plan with us that will create a solid sales lead funnel, and develop means of contact and engagement.


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

  • Identify key contacts within target groups
  • Research the potential target and identify effective ways to engage


Bonus steps in the process would also include:

  • Building a script for our sales team to use, or participating in the sales contact with prospective clients


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

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

  • Identifying new potential sales leads that align with our current client targets.
  • Compiling relevant market and biographical information.
  • Researching the business and market and identifying ways to effectively engage the individual target.
  • Creating a simple tracking framework, including metrics, for measuring success.


Bonus steps would include:

  • Building a script for our sales team to use, or participating in the sales contact with prospective clients


Final deliverables should include

  • 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 to increase sales conversions.
How will you support learners in completing the project?

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

  • Working with project manager directly
  • Having meetings where we can change the tasks if needed
About the company

Catering to small and medium sized businesses Ellis Reid Advisors can provide a large array of services from top tier talent.

Our Services:
Business Strategy Development and Deployment
Operational Finance Review
Manufacturing Process Improvements and Automations
Distribution and Logistics Cost/Efficiency Improvements
Supply Chain Assessment and Improvement
Acquisition and Divestiture Advisory Services
Restructuring and Distressed Business Support
Organizational Development
Commercial Assessments