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- | ====== SALES CALL AGENDA & BRIEFING (S.C.A.B) OUTLINE ====== | + | ====== Sales Call Agenda & Briefing (S.C.A.B) Outline ====== |
Going forward we have a new process for Sales Calls to Prospective Customers, Existing Customers, and Licensors. The following are the steps in the process: | Going forward we have a new process for Sales Calls to Prospective Customers, Existing Customers, and Licensors. The following are the steps in the process: | ||
- Barbara will be notified by the sales person immediately once travel plans are finalized. | - Barbara will be notified by the sales person immediately once travel plans are finalized. | ||
- Barbara will add the trip to the shared Sales Call Outlook Calendar | - Barbara will add the trip to the shared Sales Call Outlook Calendar | ||
- | - Barbara will then send the “Sales Call Agenda and Briefing” (SCAB) template to the sales person. | + | - Barbara will then send the [[start:scabtpl|“Sales Call Agenda and Briefing” (SCAB) template]] to the sales person. |
- The sales person will fill out the following portions of the SCAB: | - The sales person will fill out the following portions of the SCAB: | ||
- Customer | - Customer |