Strategic Prospecting Plan

Open
N McCrabbe coaching
Calgary, Alberta, Canada
Founder
(3)
4
Project
Academic experience
60 hours of work total
Learner
Canada
Intermediate level

Project scope

Categories
Market research Lead generation Market expansion Workplace health/wellness
Skills
target market sales prospecting sales research scripting
Details

Our company is looking to create an outreach process. We are hoping to find students that are excited to identify key contacts and opportunities to expand our business through speaking opportunities (associations and conferences).

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

  • Identify key contacts
  • Compile information in a spreadsheet.
  • Create a guide to help us find new clients.

Bonus steps in the process would also include:

  • Building a sales script 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 speaking opportunities.
  • Compiling relevant market information into a spreadsheet.

Bonus steps would include:

  • Building a customizable outreach script.

Final deliverables should include

  • The final project deliverable is a report including research, analysis, and recommendations. It should assist sales in successfully prospecting within our target market.
Mentorship
Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Good health and well-being

About the company

Company
Calgary, Alberta, Canada
0 - 1 employees
Business & management, Human resources & recruitment, Education, Hospital, health, wellness & medical

Hi, Iā€™m Nicola. I help individuals and leaders conquer stress and self-doubt, build resilience, and achieve sustainable success. My clients often face the challenges of competitive, fast-paced environments or rapidly changing organizations. As a speaker, author, and career and leadership coach, I deliver practical tools and strategies to empower employees to thrive with greater success and less stress.