Page 251 - Schooley Mitchell Marketing Manual
P. 251
SCHOOLEY MITCHELL
MARKETING MANUAL
Steps & Commitments
Sales Activity Plan
Date Prepared - January 31, xxxx
Months of February, March, & April, xxxx
Sales Activity Plan Dennis Schooley
Fri
Meet with Vendor Briefing - Business Contact inc. travel if required Briefing - Community Vendor Add to Pulse Review and adjust plan and targets /go als Send hand written note cards
Meet with Vendor Add to Pulse Briefing - Business Contact inc. travel if required Briefing - Community Vendor Review and adjust plan and targets /go als Send hand written note cards
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards Practice scripts/objections from marketing manual
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards Rank contacts/prospects Work on Lunch and Learn
$
10 0
0 0 0
5
10 0 0
0 0
5
10 0
0 5 0
10 0
0 5 0 0
0
T
1.00 2.00
1.00 0.50 1.00
1.00
1.00 0.50 2.00
1.00 1.00
1.00
1.00 1.00
0.50 1.00 2.00
1.00 1.00
0.50 1.00 1.00 1.00
Thu
Cold Calling Contact 5 Mentors to review my Business Plan - advice Briefing - Community Vendor Prepare and send 75 My New Business Letters
Coffee with Computer Salesperson Cold Calling Attend BNI/Other meeting Write testimonial for community vendor LinkedIn
Coffee with Insurance Agent Cold Calling Briefing LinkedIn Write 4 online reviews
Coffee with Lawyer - non-partner Cold Calling Briefing Send DV articles LinkedIn
$
0 0
0 75
10 0 20 0
0
10 0 0 0 0
10
0
0
0
0
0
T
2.00 2.00
1.00 3.00
1.00 2.00 2.00 1.00
2.00
1.00 2.00 2.00 1.00 1.00
1.00
2.00
2.00
1.00
1.00
Wed
Call to set up coffee meetings Briefing - Business Contact inc. travel if required Briefing - Community Vendor Join Chamber of Commerce Call BNI or other Group - research Craft/obtain call list for cold calling or telemarketing
Call to set up coffee meetings Attend Chamber Meeting/Event Briefing - Business Contact inc. travel if required Contact 4 community vendors & set appointments Meet with potential referral partner
Call to set up coffee meetings Lunch with a fractional CFO Attend networking meeting Follow up with community vendors
Discuss buiness with friends
Call to set up coffee meetings
Attend Chamber Meeting/Event
Briefing
Complete Networking Profiles
$
0 0
0 300 0 50
0 20 0
0 0
0
30
0
0
0
0
20
0
0
0
T
1.00 2.00
1.00 1.00 1.00 2.00
1.00 2.00 2.00
2.00 1.00
1.00
2.00
1.00
2.00
1.00
1.00
2.00
2.00
1.00
Tue
Appointment with my accountant Contact 2 Business Contacts of mine and set appointment Contact 4 Community Vendors & set appointments Visit Chamber of Commerce Practice Scripts/Elevator Speech & Prepare Kits for meetings
Coffee with IT Consultant
Attend BNI/Other meeting
Briefing
Cold Calling
Write testimonial for community
vendor
Coffee with Banker
Briefing
LinkedIn
Send DV articles
Meet with potential referral
partner
Coffee with Acc'tant - non-partner
Attend BNI/Other meeting
Briefing
Meet with a potential referral
partner
LinkedIn
$
0 0
0
0
0
10
20
0
0
0
10
0
0
0
0
10
20
0
0
0
0
T
2.00 1.00
2.00
1.00
2.00
1.00
2.00
2.00
2.00
1.00
1.00
2.00
2.00
1.00
1.00
1.00
2.00
2.00
1.00
1.00
Mon
Draft Contact Master List
Draft Immediate Contact List
include Community Vendors &
Close Business Contacts
Contact 2 Community Vendors of
mine and set appointments
Set Weekly Goals - Calls/Contacts/
Briefings/Clients - 1st 3 Months
Research Networking Groups
Deliver Business Plan to Mentors
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Coffee Meeting with Realtor
Practice Pitches for Networking
LinkedIn
Begin Telemarkting Process
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Follow up calls with prospects
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Call local businesses and
set appointments
Provide DV to referral partners
Work on Lunch and Learn
$
0
0
0
0
0
0
10
0
5
0
0
750
10
0
0
10
0
0
0
0
0
T
4.00
1.00
0.50
0.50
2.00
3.00
1.00
1.00
1.00
1.00
1.00
2.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
2.00
M
1
Manual Revised: April 3 2025 Confidential
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