Strategic Business Plan Template (Page 2 of 3) in pdf

Building Knowledge

Ask questions, read medical journals, KCI studies; speak to physicians, staff, Liz

Schedule routine meetings with Joanie to share information

Study the competitions strengths and weaknesses inside and out

Keep detailed notes of any questions that I or customers may have

Continue to learn names, faces, etc. of hospital and medical staff as well as hospital layouts

Schedule preceptorship with doctor of high importance to build relationship, gain knowledge,

and hands on experience

Learn our pricing- how we are positioned and compare

Customer Focus

Customers or potential customers should be categorized as “Low Potential” and

“High Potential”

 High Potential customers should be top priority and a relationship built quickly

 Low Potential customers will be called on at regular intervals until High Priority

customers (potential customers) are secure and a trust is formed

Bring in speakers and set up programs

Maintain visibility and make sure everyone know my name and that I represent KCI

Continue to question customers about their concerns and get a feel for the comfort level of

our products

Determine reason for the use of our products as well as competition’s,

Hot Buttons

Configure market share and growth and develop ranking system of key accounts

Meet with Decision Makers

Begin to schedule lunches, breakfasts, or meetings with these Decision Makers

Keep an ear out for new and creative ways to get time with key players. Program where I

can bring speaker in? Hospital displays/booths? Sponsor board meetings?

Be excited about our products!

Close Existing Business! Capture New Business! Penetrate Competitive Strongholds!

Review Routing

Make sure that my routing is working for me and for my customers. I need to see all of my

accounts that are categorized as “High Priority/Potential” on a consistent basis and as

efficiently as possible.

Time Management Is Key!

*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!

60-90 Day Plan

Strategic Business Plan Template Page 2