Start-up Process and Presentation

2. AGENDA
1. UPFRONT QUESTIONS
2. YOUR BUSINESS
3. THE PROCESS
4. FOLLOW UP ITEMS

3. UPFRONT QUESTIONS
ANY QUESTIONS HAT WE CAN ANSWER FOR YOU!?

4. YOUR BUSINESS
• Your USP?
• Your Target Audience?
• What messages have worked for your salespeople in
the past?

5. WHAT WE’RE GOING TO
DO TO GET STARTED
• CALL GUIDE CREATION - INCORPORATE STRATEGY AND OFFER DISCUSSED YESTERDAY INTO A WORKABLE GUIDE.
ADD UNIQUE SELLING PROPOSITIONS AND POINTS OF DIFFERENTIATION AFTER THE ADDITIONAL TRAINING
• PHONE NUMBER - I WILL OBTAIN A LOCAL EXCHANGE NUMBER WITH AREA CODE THAT MATCHES YOUR MAIN
COMPANY NUMBER
• CALENDARS - ONCE EMAIL ADDRESSES ARE DELIVERED, WE WILL NEED TO DISCUSS SCHEDULING AVAILABILITY
AND LIMITATIONS FOR ANY REPRESENTATIVES WHO WILL BE RECEIVING MEETINGS.
• DATABASE AREA CREATION - CREATE CUSTOM AREA ON OUR DIALING PLATFORM TO TRACK ALL METRIX OF
CAMPAIGN.

6. WHAT WE NEED FROM
YOU
• MARKETING MATERIAL - ANY WHITEPAPERS, PDFS, ONE-PAGERS OR OTHER MATERIAL THAT WILL HELP US LEARN MORE ABOUT YOUR OFFERING.
SPECIFICALLY, ANY MATERIAL WE CAN USE IN EMAIL COMMUNICATIONS WITH PROSPECTS WHO REQUEST ADDITIONAL INFORMATION.
• WEB PAGES / LANDING PAGES - THE ADDRESS OF ANY ONLINE RESOURCES YOU HAVE SPECIFICALLY FOCUSED ON THIS SEGMENT OF BUSINESS.
• EMAIL ADDRESSES – WE’RE GOING TO NEED EMAILS CREATED BY YOU ON YOUR DOMAIN. OR, WE CAN USE OUR DOMAIN - YOURCOMPANYHERE@EXEC-
ADMIN.COM
• ADDITIONAL TRAINING – 20 - 30 MINUTES TO FOLLOW UP ON YOUR UNIQUE SELLING PROPOSITIONS AND POINTS OF DIFFERENTIATION. WE WILL
WORK THESE INTO THE CALL GUIDE CURRENTLY UNDER DEVELOPMENT. LET ME KNOW A TIME THAT WORKS WELL FOR YOU AND OR SCOTT.
• RECORDED SALES PITCH - IT COULD BE HELPFUL FOR US TO LISTEN TO A RECORDING CONVERSATIONS YOU WILL BE HAVING WITH THE PROSPECTS.
THERE MAY BE INDUSTRY JARGON WE CAN PICKUP ON PRIOR TO CALLING.

7. ANY MORE QUESTIONS?