Sales Client Engagement Schedule
Sales Client Engagement Schedule
Prepared By: [Your Full Name] |
Date: [Month Day, Year] |
Position: [Your Position] |
Client: [Client Name] |
Date |
Details |
[Month Day, Year] (Saturday) |
9:00 AM: Initiate a courtesy call to Skylar Tech Enterprises to understand their current drone fleet condition. 10:30 AM: Send a personalized email providing an overview of [Your Company Name]'s services and recent success stories. |
[Month Day, Year] (Monday) |
3:00 PM: Schedule an in-person meeting with Skylar Tech’s fleet manager to discuss their specific drone maintenance needs. |
[Month Day, Year] (Wednesday) |
11:00 AM: Conduct a complimentary drone inspection for Skylar Tech to demonstrate our expertise and value proposition. |
[Month Day, Year] (Saturday) |
9:00 AM: Present findings from the complimentary inspection and provide Skylar Tech with a tailored maintenance and repair proposal. 2:00 PM: Address any initial concerns or questions from the Skylar Tech team |
[Month Day, Year] (Monday) |
1:00 PM: Facilitate a tour of [Your Company Name]'s repair facilities for Skylar Tech stakeholders to showcase our state-of-the-art equipment and skilled technicians. |
1[Month Day, Year] (Wednesday) |
10:00 AM: Offer a hands-on workshop for Skylar Tech’s drone pilots, emphasizing the importance of regular maintenance and quick tips to ensure optimal drone performance. |
[Month Day, Year] (Saturday) |
4:00 PM: Host a webinar on emerging drone technology and its implications for maintenance and repair. Invite Skylar Tech’s tech team and decision-makers. |
[Month Day, Year] (Monday) |
2:00 PM: Follow up with Skylar Tech for feedback on the proposal and any modifications required. |
[Month Day, Year] (Wednesday) |
9:00 AM: Send a revised proposal based on feedback and offer special loyalty discounts for long-term maintenance contracts. |
[Month Day, Year] (Saturday) |
3:00 PM: Organize a Q&A session to address any further queries from the Skylar Tech team. Ensure that all decision-makers are present. |
[Month Day, Year] (Monday) |
11:00 AM: Finalize contract details and terms of engagement. Ensure clarity on payment terms, service level agreements, and other specifics. |
[Month Day, Year] (Wednesday) |
10:00 AM: Conduct an onboarding session for Skylar Tech, detailing the workflow for service requests, turn-around times, and emergency repair protocols. |
[Month Day, Year] (Saturday) |
2:00 PM: Celebrate the partnership with Skylar Tech with a kickoff meeting. Emphasize our commitment to their success. |
[Month Day, Year] (Monday) |
5:00 PM: Conduct a month-end review with the Skylar Tech team to gather feedback on our engagement process and identify areas for improvement. |