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Note: For this application, we distinguish between marketing and sales activities as two different, but related, processes.
Your marketing plan is any activity that:
- builds the company brand
- involves communication with your target market and existing clients
- generates new business opportunities (identifies leads)
Your sales plan will address all activities, processes and tools to manage an unqualified lead through to the close of a contract and into a future long term relationship.
Operations/Customer Service: all activity, systems, processes, tools required to fulfill our commitments in the sales contract – and deliver more than we promise.
Finance: Activities, systems, processes, tools required to track and document all financial transactions and manage the company’s capital assets.
Administration: Activities, systems, processes, tools required to support day to day administration.
The sales plan includes all activities, processes, and tools required to convert new opportunities/leads into a new contract and follow through work to build “customers for life”
Human Resources: Activities, systems, processes, tools required to track and document HR activities – selection, performance development, training, compensation system, and benefits.