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.





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