Please enable JavaScript.
Coggle requires JavaScript to display documents.
Sales Pipeline - corporates ((Strategic roles (associate member)…
Sales Pipeline - corporates
Conferences/ workshops (punter/ presenter)
Membership bodies & steering groups
send an investigative email - short and sweet - request a meeting
prep / research for meeting
at the meeting:
set an agenda
find out their pains and work out how we can help them
set actions and expectation of a proposal
request ballpark budget and any other parameters (workforce numbers)
send a proposal and costings
follow up for any queries or clarifications
negotiations / realignments - timelines, activity & budget
1 more item...
summarise actions from meetings
request all back ground info e.g. strategies / policies / D&I priorities etc
preliminary coffee and chat
Strategic roles (associate member)
OUTREACH
Personal contact/ referrals
Find out key contact
send an investigative email - short and sweet - request a meeting
prep / research for meeting
at the meeting:
set an agenda
find out their pains and work out how we can help them
set actions and expectation of a proposal
request ballpark budget and any other parameters (workforce numbers)
send a proposal and costings
follow up for any queries or clarifications
negotiations / realignments - timelines, activity & budget
1 more item...
summarise actions from meetings
request all back ground info e.g. strategies / policies / D&I priorities etc
preliminary coffee and chat
send an investigative email - short and sweet - request a meeting
prep / research for meeting
at the meeting:
set an agenda
find out their pains and work out how we can help them
set actions and expectation of a proposal
request ballpark budget and any other parameters (workforce numbers)
send a proposal and costings
follow up for any queries or clarifications
negotiations / realignments - timelines, activity & budget
Agreement / SLA or MOU signed
1 more item...
summarise actions from meetings
request all back ground info e.g. strategies / policies / D&I priorities etc
preliminary coffee and chat
Mass mailout newsletters
Social media & Blog
Targeted email marketing