Sales Strategy, Process and Metrics for Independent Consultancy

Closed
Petra Mayer & Associates Consulting Inc.
Sechelt, British Columbia, Canada
Petra Mayer
Consultant
3
Project
Academic experience
120 hours of work total
Learner
Anywhere
Advanced level

Project scope

Categories
Product or service launch Sales strategy
Skills
digital marketing competitive analysis project planning sales & marketing marketing strategy
Details

We are looking to work with students to identify new opportunities to achieve our business goals. This is mainly with focus on expanding on a recent student project to develop a Marketing Plan and prepare a practical Sales Strategy for Petra Mayer & Associates Consulting Inc. across multiple program offerings.

The project scope ideally includes all of the following activities in the area of Sales:

  • Sales Strategy across four different program streams from Corporate Consulting Services, services for Professional Advisors, Great Place To Work and GroYourBiz Advisory Forum.
  • Implement an actionable process using the Agile CRM system
  • Develop metrics and set up reporting
  • Develop Scripts for LinkedIn messages and email
  • Develop Sales Scripts for phone or online consultations

The student(s) are to develop a scope document and implementation plan and set up an agency-like structure with regular "client" communication through regular virtual meetings during the implementation of this project

Deliverables
No deliverables exist for this project.

About the company

Company
Sechelt, British Columbia, Canada
2 - 10 employees
Unknown industries

At Petra Mayer & Associates Consulting, we help you with customized and effective training services so our clients can increase productivity and scalability by offering engaging learning solutions.

We see ourselves as partners of our clients and work with them over longer timeframes and multiple projects. This may open our systems up to more vulnerability as we use client systems.

While we are a company of one, we do work with contractors who are entrepreneurs in their own rights. That is another potential area of vulnerability.

We need to protect our own systems and that of our clients.