 |
Assessment on employees and/or
owner(s) |
 |
Interview with employees |
 |
Client call research |
 |
Review of cold call processes |
 |
Review of database |
 |
Review of tracking systems
|
 |
Review of follow-up systems
|
 |
Summary of action steps |
 |
Assessment of training
implementation of sales education |
 |
Execution of new
skills/training/tools |
 |
Group training (optional) |
 |
1:1
training (optional) |
 |
Quarterly maintenance (optional) |