Page 253 - 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 Briefing
Production
Meet with Vendor Review and adjust plan and targets /go als Add to Pulse Send hand written note cards Briefing
Production
$
10 0
0 5
10 0
0 5
10
35 0
0 5 0
0
10 0
0 5 0
0
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 2.00
2.00
1.00 1.00
0.50 1.00 2.00
3.00
Thu
Coffee with Other Professional Cold Calling Briefing
Coffee with Other Professional Cold Calling Briefing
Coffee with Other Professional Cold Calling
Briefing Production
Coffee with Other Professional Cold Calling Briefing
Production
$
10 0 0
10 0 0
10 0
0 0
10 0 0
0
T
1.00 2.00 2.00
1.00 2.00 2.00
1.00 2.00
2.00 3.00
1.00 2.00 2.00
3.00
Wed
Call to set up coffee meetin gs Briefing Presen t Value Report
Atten d Chamber Meetin g/Even t
Call to set up coffee meetin gs Briefing Presen t Value Report
Call to set up coffee meetin gs Lunch with Client Presen t Value Report
Atten d Chamber Meetin g/Even t
Briefing
Production
Call to set up coffee meetin gs
Presen t Value Report
Briefing
Production
$
20
0 0 0
0 0 0
0 35
0
20
0
0
0
0
0
0
T
1.00 2.00 2.00
2.00
1.00 2.00 2.00
1.00
2.00
2.00
2.00
2.00
3.00
1.00
2.00
2.00
3.00
Tue
Coffee with Other Professional Atten d BNI/Other meetin g Briefing
Coffee with Other Professional Briefing
Identify and Research a target Association for program
Coffee with Other Professional
Choose BNI/Other Group to Join
Briefing
Ask Clien t for specific referral
Production
Coffee with Other Professional
Lunch with BNI member
Briefing
Production
$
10 20 0
10
0
0
10
350
0
0
0
10
35
0
0
T
1.00 2.00 2.00
1.00
2.00
2.00
1.00
1.00
2.00
1.00
3.00
1.00
2.00
2.00
3.00
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
Iden tify a poten tial paid referral
source - call to meet
Telemarketin g
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Meet with potential paid
referral source
Production
Mail Post Cards/Intro letters to
prepare for cold calls
Briefing - Community Vendor
Presen t Value Report
Meet with potential paid
referral source
Production
$
0
10
0
10
0
0
750
10
0
10
0
10
0
0
10
0
T
2.00
1.00
1.00
1.00
1.00
1.00
2.00
1.00
1.00
1.00
3.00
1.00
1.00
2.00
1.00
3.00
M
3
Manual Revised: April 3 2025 Confidential
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