Quarterly & Annual Sales Review, Strategic Planning and One-on-One Coaching

If you typically perform quarterly and year-end reviews of your sales accomplishments and short falls, we applaud you! If you don't-we encourage you to start...right now!!

Team @ Work's Sales Coaches have been providing this strategic sales review and planning process to sales representatives for over 25 years. (We still make sales calls-so we understands what sales representatives face every day!)

T@W will offer a package that includes one 1-hour webinar* with two 1-hour, one-on-one coaching calls via SKYPE to provide a strong and unbiased SWOT review (strengths, weaknesses, opportunities and threats) from your previous efforts. You will use this information to set your monthly +/or annual goals, and effectively get a leg up on the competition.

The sales review and strategic planning sessions will include:

  • Your territory review by the numbers
  • Referral source review (growth, retention and loss)
  • Marketing and sales plan for the quarter or year
  • Sales goals by product, by referral source, by market potential, and by competitive due diligence
  • Target accounts: A-D accounts & prospecting
  • Marketing plan: monthly themes, supporting documentation

At the end of the sessions, you should be able to:

  • Understand successes and blocks from your previous reporting period
  • Uncover market potential and competitive strongholds
  • Plan for sustained and incremental growth
  • Develop a personal marketing strategy for the quarter or year

For more information call 260-627-8938 or click here.