Strategic Business Plan Template
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3Example #3
Strategic Business Plan
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30 Days
Develop Company and Product Knowledge
Meet Clinical Representative Joanie and begin forming a relationship
Ride with Allison and Joanie for a day (or more) to gather valuable information
Begin studying and learning our products and their “features, advantages, benefits”
Create a competitive analysis for territory
Keep in close contact with Liz regarding progress and activity
Create Territory Management Plan
Map territory and form strategic routing plan divided into zones to maximize my “field time”
Develop notes on hospital protocol for each location
Learn hospital layouts
Take notes on names, personality traits, likes and dislikes with physicians, staff, etc.
Develop Sales Strategy
Seek and gain advice from current representative regarding her techniques and strategies
Call to schedule appointments with all purchasing agents/gatekeepers in territory for the
purpose of introducing myself
Make a weekly schedule and revise as needed.
Keep Activity High!
Using previous sales information
Determine most valuable customers (80/20 rule) and keep focus on them
Develop list of top potential customers for relationship development, i.e. grow market
Retain all current business by calling on them regularly and earning their trust
Gather as much interest as possible on current status and reason for buying
Schedule follow-up appointments after initial meetings
Attention, Interest Desire, Conviction, Commitment, Close!
*Communicate to Liz all progress, obstacles, and questions in a self-evaluation report
CREATE A LIST OF GOALS FOR NEXT 30 DAYS AND ACHIEVE THEM!
30-60 Day Pan
Review first 30 Days and use information to make changes and plan next 30 days
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Parent category: Business