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Business process - Coggle Diagram
Business process
Marketing
new business
sales meeting
Needs analysis
Discuss the needs of the client in the sales meeting
Key client questions
Prepare example sales data
Provide a request for data
website
disease area/patient pathway
date of presentation
Extract data
Geoff to elaborate
Prepare PowerPoint presentation
Take data and add to existing slide deck
Hold the meeting
take notes using word that can be attached to hub spot as an attachment
Proposal
Follow-up emails
Write the proposal using the latest template
won - new client
engage
Make appointment
Linked in marketing
write and maintain linked in campaign
Create a file
web site
Patient pathway
key product and potion in the pathway
key contacts
company size
Tuerover/emplyees
review and update case studies
web site
Existing Clients
Up sell/cross sell
assess the market
Client avatar
Clear role in the patient pathway
Pre-dominant lead hospital based
Limited access to internal analytics
Organise strategic and tactical direction
set goals and vision
communications
Business opporations
Data
Extraction
Data storage
Analysis/insight generation
Business dashboard Weekly reporting
Finance
Funnel
HR
Contracts
IT
systems
Documentation
Our service
Data
Simulation
Implementation
Sales
Existing clients
contact at least monthly
Review data sets for new insight
review literature for insight into the pathway and where data could be helpful
Review each account at least monthly
New Business
monitor daily linked in activity
make contact where appropriate
Prepare presentations and proposals
Attend sales meetings
Maintain records in hub spot
Project delivery
Project management Dashboard
Bi weekly report to clients
Service Project Plans
HES data analysis
Prescribing data analysis
Simulation
job
descriptions