Strategic Prospecting Plan


Project scope
Categories
Sales strategySkills
target market sales prospecting sales researchTo become a proactive sales team, we need assistance developing an outreach process. We would like to equip our sales team with a plan that guides them in researching new prospects, identifying key contacts, and reaching out with compelling messages. We would like you to create a simple step-by-step strategy for prospecting in our target market.
The project may include, but is not limited to:
- 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.
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 that will increase sales conversions.
Constant supervision and mentorship with our sales and management team.
About the company
MeaningfulWork is building the most impactful community for social & environmental impact. We connect skilled professionals to pro-bono opportunities through an intelligent SaaS marketplace and enable companies to build powerful employee volunteer programs. We value innovation, personal growth and transformation, and caring for each other and our community.