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Monthly Greatness Meeting Sales

Background Info

To generate sales in Belgian market we work with an external Sales representative. He works very autonomous with little feedback from the Power Partners team. Therefore, we organise a monthly meeting to go over the efforts from the previous month.

We don’t want to make it to heavy, but if we can document these bullet points every month, it will help us to keep track of the progress.

Process Details

  • Organizer: Sales Manager
  • Participants: Sales Representative
  • Frequency: Monthly
  • Trigger: Recurring meeting, first Tuesday of the month.

Preparation

  • Sales Representative: gather the information from the CRM, prepare the agenda points.
  • Sales Manager: understand high level the topic that have already been discussed during the month via email (cc) or teams chat.

Agenda

A. General market feeling about past month

  • E.g. Interest is picking up again: people are coming back from vacation and feel inspired to start new IT projects.
  • Interest is low, people are busy, unable to talk to real decision-makers. + come with ideas to improve.
  • Maybe we could try: going to this fair next month, apply more for public RFP’s, ...

B. Some hard numbers

  • Numbers of cold calls +-
  • Number of emails sent +-
  • Total number of email addresses in the database.
  • Number of meetings

C. Some info/status/ideas on the top open prospects to watch

E.g. Huyzentruyt:

  • Still in process of making decision RFP.
  • As soon as we get into second round, would be good to get Christoph in for a call with their IT manager.
  • We can ask Kurt Techbox if he already worked for/with them, maybe he wants to refer us.

Checklist

  • Agenda points A/B/C have been discussed and documented.
  • The follow-up tasks have been created.

Post-Processing

  • None