Strategic Business Plan Template Page 3

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Continue To Build Knowledge
Continue reading medical journals, internet updates, competitive information
After building trust, communicate KCI studies to Decision Makers and ask them for their
feedback
Determine buying habits and reasons for doing so
Master our products as well as competitions
Continue to learn personnel and hospital layouts
Continue to make notes and questions for myself and others
Customer Focus
Keep the most important accounts happy and using our products
“Hot Buttons”
Begin exploiting
after earning their trust
Be visible in all accounts and make sure they know my name as well as the customer I
represent
Continue to ask questions and concerns to take care of any potential problems
Start focusing on some lower priority accounts to establish relationships
Use speakers to build confidence in our products
Find reasons why potential customers are not using KCI and overcome them
Let them know that we want their business!
Review routing and make any necessary changes
*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!
Sales Goals and Objectives
st
30 Days –Learn Territory, Accounts, Products, Co-Workers, and Start Building Trust
1
st
60 Days – Continue Working On Above, Close Customers, Continue Relationship Building
1
st
90 Days – Have Strong Hold On Current Customers, Penetrate New Accounts, Grow Territory!
1

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