B2B Telemarketing Program Draft Implementation Plan
| Draft Implementation Plan | ||||||
| Step | Description | Resp. | Day / Date |
Examples | Go / No Go |
Status |
| 1 | Identify gap between goals and results | Client | -1 | Revenue is 25% below objective Insufficient new business Not gaining market share |
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| 2 | Determine "reasonableness" of closing gap with B2B telemarketing | Client and JV/M | 0 |  |
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| 3 | Fill out Questionnaire for Preparing the Telemarketing Plan | Client | 1 | Questionnaire for Preparing the Telemarketing Plan | ||
| 4 | Preliminary analysis, identify missing elements | Client and JV/M | 2 | Adequate value proposition Sales aids, case histories Lists |
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| 5 | Identify resource requirements, budget availability, decision process, decision criteria | Client and JV/M | 2 | |||
| 6 | Submit and Approve Proposal | JV/M and Client | 3 | |
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| 7 | Complete Telemarketing Plan | JV/M | 10 | |||
| 8 | Approve Telemarketing Plan | Client | 11 | Continue Adjust approach (Early termination option) |
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| 9 | Complete training, list research, etc. | JV/M | 13 | |||
| 10 | Begin "Calling Phase" | JV/M | 14 | |||
| 11 | Mid-point course corrections | JV/M and Client | 6-10 weeks | Continue Adjust approach (Early termination option) |
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| 12 | Analysis of results | JV/M and Client | End of trial | |||
| 13 | Identify/approve ongoing goals and objectives, budget | Client and JV/M | EOT + 1 | Annual revenue goals Market share goals Margin goals |
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| 14 | Continuous process improvement | Client and JV/M | Ongoing | Productivity improvements Identfy and penetrate new markets, products, opportunities |
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