Planning services

We run 2 different types of facilitated planning process. (The process includes a consulting phase, and a workshop.)

Account planning (large account, or clustered – 4 accounts)

• The account planning process is the most mature exercise a sales organization can invest into their key accounts. Designed to be run on a yearly basis, we also aim to give our clients the skills to run these sessions internally, as that’s the way it should be!

• Reasons for doing an AP session
  • Up sell, cross sell, increase wallet share
  • Expand relationship base and increase coverage within the account
  • Bad communication and info sharing within the sales team
  • Want to impress the client
  • No leadership, no action, no plan

Acquisition campaigning

• Whose job is lead generation? We believe cold calling should be a burden shared by the sales team! (In groups of 3, to motivate, ease the pain, and get the job done!)
• A duo of goals increases the success rate of the campaign
• The long term strategy ensures the success of the campaign
• Method based tools ensure campaign quality, and enable an HR and Marketing resource development spin-off benefit