Instructions

As the co-founder and managing partner of your business, you are in charge of this new project. You will be the primary researcher, and you have decided to present a comprehensive strategic sales plan to the other owners, the new CPA, and the bookkeepers.

As managing partner you have decided to create strategic sales plan to share your findings and the proposal using a PowerPoint presentation. Before presenting, you will share with the other co-founders using a PowerPoint with detailed presentation notes to mimic your narration for their approval. Your goals will be to expand the services you offer to current customers, and to create prospecting list of new customers that can use the full bundle of services you can now offer.

You decided it will be important to include the following:

• Introduce the launch of the new payroll and accounting services to the employees emphasizing the selling style you expect to implement.
• Outline how the sales program impacts personnel needs and the employee hierarchy. (For example: Will you hire a dedicated sales staff?)
• Identify management strategy/ies being implemented to meet the goals.
• Explain the structure of the sales compensation plan.
• Incorporate how you will compensate the bookkeepers that help convert current customers to the new bundle of services.
• Emphasize the role of customer service.
• Express the value of customer service for this expansion.
• Integrate the use of communication and psychological expertise and problem-solving skills.
• Explain how customer data will be collected and shared.
• Include your recommendation whether a CRM system needs to be purchased and integrated for your business to grow and for information to be shared with the full team.
• Establish metrics to evaluate the success of the sales plan.
• Incorporate both qualitative and quantitative.
• Evaluate lead generation and sales conversion.