Appointment Setter (Sales)
Project scope
Categories
Operations Sales strategySkills
sales process sales booking (sales) operations scriptingOur company is hoping to improve our sales process to improve our ROI and overall operations. In this project, students will be responsible for navigating a list of warm and hot leads, with the goal of booking them calls with our sales representatives.
This will involve several different steps for the students, including:
- Looking at lead history, if applicable
- Phoning/texting/emailing leads
- Setting appointments in calendly
By the end of the project, students should complete the following list of activities (this is basically a retelling of the steps above):
- Analyzed and learned sales scripts,
- Set as many appointments as possible in an 80hr timeframe
Bonus steps would include:
- Creating multiple versions of the sales script tailored to our different products/services.
Final deliverables should include
- A sales process handbook with general information and scripts.
- Many appointments set
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- What is our target conversion rate?
- Which specific parts of our sales process need the most improvement?
- Who is the typical target audience that we pitch to?
- Input on choices, problems or anything else the students might encounter.
About the company
Our mission is to use military-based training philosophies to deliver high-quality training and lifestyle transformations around the world.