Please List Your Projected Goal's Activities Per Days

Submitted By aabend
Words: 1929
Pages: 8
Open Document
Sales Territory Name and Location (enter territory designation): NY, NJ, PA – National Accounts

1.) Please list your projected goal's activities per day / week. Also, describe rationale for each category below:

How many office visits per day , week, month, quarter: This will vary for me week-to-week due to travel on national account sales and account visits with the account managers on my team. I do have Rob Kubus visiting and maintaining those offices in Buffalo that allow in-person visits. Regardless, I still try to get into each office myself each week. Typically my visits and Rob’s visits are: * Monday – NCA Comp, First Niagara, POMCO (bi-weekly), GEICO * Wednesday – ESIS, GEICO (if needed). * Friday – GEICO, FCS Administrators Days are also backfilled with new prospect meetings, law firms, and those offices where We can only visit monthly or quarterly. Daily – 2-5 Weekly – 6-15 Monthly – 24-60 Within each office visit, list your specific goal to perform certain activities during the visit? For example, target a certain number of clients or target a certain number of new clients ? * Case Updates- Every morning or night before I monitor the case updates. These give us a reason to speak directly with an adjustor. Knowing what offices I am going into, I create a list of active cases to speak with on the adjustors. We also can show that we truly care about the results of the case by asking questions such as doctor appointment information, or more detailed information to better strategize on the file. * Supps – Supps should be followed up on daily. With the use of the I-pad I follow up with adjustors daily when in offices on the supplemental. I find that speaking directly one-on-one with the adjustor rather than over email I am more successful in getting additional hours. It is yet another reason for us to speak with the adjustor and build a stronger rapport. Now that there are less emails on supplementals I also feel that it gives us more opportunity as the account manager. * M/M – Medical Management has become the larger book of business for me with Geico and some other accounts in the pipeline. I also try to speak with the adjustors in the TPAs – NCA, First Niagara, FCS – where we are approved for M/M every time I am in the office. I try to focus on new adjustors each time and ask for opportunities. I have more success with the combined product because I find that there are many approved M/M vendors in each office. * New cases – New cases are more of a game plan with office visits. I try to focus on 2-3 adjustors in each office visit to target and ask for new opportunities from. We each have our go-to adjustors and cheerleaders but it is important to focus on new adjustors as well. With persistency and not being too pushy, I have found that you will eventually get the opportunity. * Prospects/New business appointments – I carve out time each day to set up new business appointments and prospect new potential clients. This allows me to have a planned out schedule and a game plan for each day. This requires organization and diary system for following up. * Combined Product – See above with M/M * Target First time client within an office – see above with new cases

Phone calls: Set a goal to make a certain number of calls/emails/texts per day or week ? I have set up a daily goal for myself and every night try to write out a list of who I want to target (through using the playbook). * Case Updates – 5-10 per day / email s: 30-35 a day * Supps – 5-10 emails a day. If I don’t get responses from email I will then call. However, as stated above – I find that I get best response in person. But for those accounts where we cannot be visible I would email on a supp first over calling. * M/M – 3-5 calls a day / 10-15 emails a day * New cases
Show More

Related Documents: Please List Your Projected Goal's Activities Per Days

Plan: Marketing Plan Essay

Final Project MRKT306 Principles of Marketing Choose a company to analyze the marketing mix. It can be a local company or a national company. If you’re thinking of starting your own business or you know someone who is, you’re welcome to do this project on that idea, but please see me about it first. You'll be required to submit the first part of this plan in Week 1, so start thinking about this right away. A good term paper involves such factors as creativity, logical rigor, personal insights…

Words 989 - Pages 4

Marketing Plan For Marketing Planning

Guide to preparing MARKETING PLANS (Your Cover Page) [pic] www.thesmallbusinessplanner.com info@dpgrp.com Revised November 2011 Marketing Plans • Act as a roadmap. • Assist in management control and the implementation of strategy. • Inform new participants of their roles in implementing the plan and achieving objectives. • Assist in helping to obtain resources. • Stimulate thinking and the better use of resources…

Words 2472 - Pages 10

Marketing Plan Essay

A key element of Sam’s Club’s marketing plan is positioning Sam’s Club to gain market share through an expansion and enhancement of their service offerings. The intent is to hire and train staff that will assist customers in an aggressive, but non-intrusive, manner to understand what they are looking for and to align that with what Sam’s Club has to offer. This could be achieved by adding two staff members during evening and weekend hours. If the need is non-navigational and more technical in nature…

Words 347 - Pages 2

Marketing Plan Worksheet

Marketing Plan Worksheet This worksheet is a complement to the study guide for both the MKT1. The purpose of this worksheet is to help you think about and apply important marketing concepts to Company G. By working through the exercises and matrices introduced in this worksheet (Section A, Section B, and Section C), you are laying the foundation for your marketing plan required in this assessment. This worksheet should be completed before you write your Marketing Plan, for which a template is…

Words 1337 - Pages 6

What Is A Marketing Plan

What is a Marketing Plan? A Marketing Plan is a document that presents recommendations to fulfill a company’s marketing strategy. It should describe what you want to accomplish overall and what precisely needs to be done to get there: your objectives, strategies and tactics. Though your marketing plan is mainly written by your marketing department, the best marketing plans are developed using cross- functional teams – this way one might be sure that no critical factors will get overlooked…

Words 2715 - Pages 11

Marketing Plan Essay

Contents Of A Good Marketing Plan And How To Write It Marketing plans are created to achieve companies’ s goals, needs, and satisfy their customers. The goals are an important component of the marketing plans. This text is effective because it goes through the difficulties that many companies have in implementing their marketing plans. For example, marketing plans can prove unfruitful because of a poor management of change implementation. Corporations can differentiate their marketing plans strategy to…

Words 527 - Pages 3

Marketing Plan Essay

Marketing plan NUTRILITE Executive summary The purpose of this marketing plan is to outline the complete marketing strategy for NUTRILITE. NUTRILITE is the world's leading brand of vitamin supplements. As a global health food brand, NUTRILITE is famous for its superior quality, the rigorous organic farming and advanced production technology. So, the Vitamin C Plus is very popular with Chinese consumers. Since 1998, NUTRILITE has developed more than 10 different kinds of new products and its market…

Words 1953 - Pages 8

Marketing Plan Essay

Best Buy Mobile | Marketing Plan Final Draft | Best Buy | | Yolanda Scott | 2/24/2013 | | Table of Contents 1.0 Executive Summary……………………………………………………………………..Page 4 2.0 Situation Analysis (Overview) ……………………..………………………………....Page 4-5 2.1 Market Summary……….………….……………………………………………........Page 5-6 2.2 SWOT Analysis..……………………………………………………………………...Page 6-7 2.3 Competition……………………………………………………………………….......Page 7-9 2.4 Product (Service) Offering…..…………………………………………………………

Words 4982 - Pages 20

Enviro Marketing Plan

Marketing Plan for Enviro-Pet Formula Proposed by: Sean Brandner Submitted to: Professor Luvison, DeVry University Date: 2/25/2013 Table of Contents 1. Company Description…………………………………………………………………………………………………………………….......3 2. Strategic and Focus Plan………………………………………………………………………………………………………………………3 A. Mission Statement……………………………………………………………………………………………………………….…3 B. Business Goals…………………………………………………………………………………………………………………………3 C. Competitive Advantage…………………………………………………………………………………………………………

Words 3047 - Pages 13

Marketing Plan Essay

11/20/2013______________________ Final Exam Version A Marketing Strategy (Action Plans) Promotion Action Plan: Outdoor recreation is currently located on the Robins Air Force Base (AFB 78). One of the many challenges for this company will be around the discussion of how to market its products and services. Improve the customer-base with the goal of increasing revenue year-round. Objective: Rejuvenating the Outdoor Recreation at Robins Airforce Base by educating military and families…

Words 1001 - Pages 5