Meeting Agenda & Explanation
Purpose
Get a detailed brief on your Sales Assets (Snippets, Templates and Sequences)
We will use this when configuring your Sales Asset Framework to provide context and a starting place for your Sales and Marketing team to complete the contents of these assets.
Agenda
- Recap on process progress
- Review each Sales Asset (Snippets, Templates and Sequences)
- Confirm the Purpose of each asset, outline of content, any personalisation tokens, any questions and who will be responsible for completing the asset
Outcomes & Outputs
- Detailed brief and ownership to support final updating and making Assets ready for use
Length & Facilities
Allow 1 hour for this session
This session can be held online or in person
If we are doing this session at your location we will need:
- Access to the presentation room 15m prior to the session to setup
- A projector or screen to present on with HDMI or Universal Connector (if your screen does not support these formats please let us know prior to the session)
- Access to WiFi (please send us details prior to the session)
Your team will need to bring:
Just themselves, but it really helps if they can do any prework/thinking around...- Any common emails that are currently sent to customers as part of existing processes
Who typically attends these sessions
Anyone who needs to be involved with standard communications from the Sales team. Typically these are individuals within Sales Leadership Roles, top Sales Performers/Influencers and can involve Marketing.
These sessions are limited to 3 client attendees and assume they have already attended the Sales Design workshop (with the exception of marketing).
H&D Facilitator
Typically these sessions are facilitated by the Sales Design Configurator on Your Project.
Please contact your Project Manager or Account Manager to book in this session.
Timing
This Session should be scheduled within a week of the completion of your Sales Design session/s.
Internal Use Only
Supported services:
Sales