Page 252 - Schooley Mitchell Marketing Manual

SCHOOLEY MITCHELL
MARKETING MANUAL
Steps & Commitments
Sales Activity Plan
Fri
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards
Meet with Vendor Lunch with Professional Review and adjust plan and targets /go als Add to Pulse Send hand written note cards
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards
$
10 0
0 5
10 0
0 5
10 35 0
0 5
10 0
0 5
10 0
0 5
T
1.00 1.00
0.50 1.00
1.00 1.00
0.50 1.00
1.00 2.00 1.00
0.50 1.00
1.00 1.00
0.50 1.00
1.00 1.00
0.50 1.00
Thu
Co ffee with Investment Co unselo r Cold Calling Briefing
Coffee with Other Consultant Cold Calling Briefing
Coffee with Other Professional Cold Calling Briefing
Coffee with Other Professional Cold Calling Briefing
Coffee with Other Professional Cold Calling Briefing
$
10 0 0
10 0 0
10 0 0
10 0 0
10
0
0
T
1.00 2.00 2.00
1.00 2.00 2.00
1.00 2.00 2.00
1.00 2.00 2.00
1.00
2.00
2.00
Wed
Callto setupcoffeemeetings Briefing Briefing
Callto setupcoffeemeetings Briefing
Attend Chamber Meeting/Event
Callto setupcoffeemeetings Lunch with Client Briefing
Callto setupcoffeemeetings Briefing
Attend Chamber Meeting/Event
Callto setupcoffeemeetings
Briefing
Present Value Report
$
0 0 0
20
0 0
0 35 0
20
0
0
0
0
0
T
1.00 2.00 2.00
1.00 2.00
2.00
1.00 2.00 2.00
1.00
2.00
2.00
1.00
2.00
2.00
Tue
Coffee with Financial Planner Briefing
Coffee with Mgmt Consultant Attend BNI/Other meeting Briefing
Coffee with Cost Reduction Cons. Briefing
Briefing
Coffee with Other Professional
Attend BNI/Other meeting
Briefing
Coffee with Other Professional
Briefing
Briefing
$
10 0
10
20
0
10
0
0
10
20
0
10
0
0
T
1.00 2.00
1.00
2.00
2.00
1.00
2.00
2.00
1.00
2.00
2.00
1.00
2.00
2.00
Mon
Update contact list and strategies Mail Post Cards/Intro letters to prepare for cold calls Briefing - Community Vendor
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Telemarketing
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
$
0
10
0
10
0
750
10
0
10
0
10
0
T
2.00
1.00
1.00
1.00
1.00
2.00
1.00
1.00
1.00
1.00
1.00
1.00
M
2
Manual Revised: April 3 2025 Confidential
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