Strategic Prospecting Plan

Categories
Market research Sales strategy
Skills
target market sales prospecting sales research scripting
Project scope

What is the main goal for this project?

Our company is looking to revamp our sales team by creating an outreach process. We are hoping to find students that are excited to build a plan with us that will create a simple step-by-step market plan for reaching our target audience.

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

  • Identify key contacts
  • Write and plan what our message is
  • Create a guide to help us find new clients

Bonus steps in the process would also include:

  • Building a script for our sales team to use

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 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.

Bonus steps would include:

  • Custom material for us to use later on

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