Inspiration, Education & Entertainment for Adults 50+

INTERNAL LAUNCH TRAINING: SALES SESSION 1

AGENDA

Overview for Today’s Call

Assets Grid

Inventory & Revenue Worksheet

Proposal Request Form (Proposal Request Tracking Log)

Sales Process to Goal

1. ASSETS GRID

SAE_Sales_Assets Grid_020117

Printer Friendly Version

2. INVENTORY & REVENUE WORKSHEET

SAE_Revenue & Inventory Worksheet_020117

Printer Friendly Version

3. PROPOSAL REQUEST FORM
Proposal Request Form - Pg 1

Proposal Request Form – Pg 1

Proposal Request Form - Page 2

Proposal Request Form – Page 2

 

Printer Friendly Version

4. PROPOSAL REQUEST TRACKING LOG

SAE_Sales Proposal Request Tracking_020817

Click Here to Download Excel Worksheet

5. SALES PROCESS TO GOAL
  1. Reps develop prospect list with 30 key targets (sponsors & exhibitors)
  2. Managers approve each prospect list
  3. Reps input into CRM with SAE ID
  4. Assign revenue goals to targets in meetings with SAE team during launch week
  5. SAE team provides final roadmap to goal
  6. Managers assign each rep an SAE revenue goal
  7. Targets and Reps revenue goals and prospects are tracked weekly using the status report