Sales Development Plan

Closed
BoardSpace
Ottawa, Ontario, Canada
Pat Crosscombe
Founder & CEO
(32)
4
Project
Academic experience
60 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Sales strategy
Skills
sales prospecting sales development target market sales research scripting
Details

Our company is looking to revamp our sales team by creating an outreach process. We are hoping to find students that are excited to build a plan with us that will create a simple step-by-step market plan for reaching our target audience.

This will involve several different steps for the students, including:

  • Identify key contacts
  • Write and plan what our message is
  • Create a guide to help us find new clients

Bonus steps in the process would also include:

  • Building a script for our sales team to use


Deliverables

By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):

  • Identifying new potential accounts that align with our current customer base.
  • Compiling relevant market information.
  • Building a customizable outreach script.
  • Creating a simple tracking framework, including metrics, for measuring outreach success.

Bonus steps would include:

  • Custom material for us to use later on

Final deliverables should include

  • The final project deliverable is a report including research, analysis, and recommendations. It should assist our sales team in successfully prospecting within our target market with actionable recommendations to increase sales conversions.
Mentorship

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

  • Working with project manager directly
  • Having meetings where we can change the tasks if needed

About the company

Company
Ottawa, Ontario, Canada
2 - 10 employees
Technology, It & computing

BoardSpace is an online portal for the volunteer directors and administrators of condos, HOAs, non-profits and charities. BoardSpace overcomes the daunting task of looking after hundreds of documents, attending lots of meetings, preparing agendas, approving minutes and keeping on top of to-lists by providing boards with the tools to get their work done more efficiently and in less time.

Pat Crosscombe founded BoardSpace due to her experience on a condo board. BoardSpace is on a mission to organize the boards of directors of the world and was built by a team that understands the needs of condo and non-profit boards.