Get In Touch
Suite D, 2nd Floor,
Castle House, Cardiff Road,
Taffs Well, Cardiff, CF15 7RD
+44 (0)2920 810499
Project Inquiries
[email protected]
+44 (0)2920 810499

Sales Agenda 1.0

Please prepare the following items before the sales meeting. As time progresses and we build a legacy of information we will also be able to reflect back and track how things are progressing.

1. Overview & Recap

2. Individual

1. Inquiries during the past week
• Service
• Client
• Sector
• Acquisition

2. Projects won

• Values
• Clients
• Sector
• Services

3. Projects Lost

• Insights
• Reasons
• Lessons to learn

4. Projects Pending

• Insights
• Strategy to convert
• Timings

3. Collective

5. General Updates

• Gut feel
• Insights

6. Requests

• Marketing Collateral
• Adverts

7. Opportunities

• Product Development
• Customer Requirements

8. Other

• South Wales Chambers
• Design Hub
• IOD
• Resource

9. Update Boards

• Click Up
• Pipedrive
• Invoice Boards

We use cookies to give you the best experience.

Words about soda shape