SlideShare a Scribd company logo
1 of 3
Executive Advisors Executive Advisors
Client guidelines example
Name of client: Executive Advisors
Executive Advisors
The Workflow of how we make client impact
Sales Workflow Version 1.0
Step 1: Get the contacts
In order to setup a dead
we need to get the
details of a potential
client
Step 2: Analyse the
potential
Before we contact the
potential client we need
to analyse the potential
We must consider all our
potential products and
how they can help the
client in the best
possible way
Step 3: Take action
Once a plan is ready we
take action
Using existing contacts
is valuable
Make sure to stress why
we can do a difference
Step 4: Realize the
potential
Once we secure a test /
preview deal – we need
to deliver
Make sure we invest in
the sufficient
preparation before
conducting the test
Make sure we perform!!
Sales Workflow Version 1.0
Executive Advisors
[CELLRANG
E]
[CELLRANG
E]
[CELLRANG
E]
IoT Everywhere
USA China Australia 0 2 4 6 8 10
LA
CICAGO
NEWYORK
SHANGHAI
BEIJING
GUANGDONG
SYDNEY
MELBOURN
BRISBANE
USACHINAAUSTRALIA
Graph: Number of chain in each country
IoT and Stuff

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Client Guidelines Workflow

  • 1. Executive Advisors Executive Advisors Client guidelines example Name of client: Executive Advisors
  • 2. Executive Advisors The Workflow of how we make client impact Sales Workflow Version 1.0 Step 1: Get the contacts In order to setup a dead we need to get the details of a potential client Step 2: Analyse the potential Before we contact the potential client we need to analyse the potential We must consider all our potential products and how they can help the client in the best possible way Step 3: Take action Once a plan is ready we take action Using existing contacts is valuable Make sure to stress why we can do a difference Step 4: Realize the potential Once we secure a test / preview deal – we need to deliver Make sure we invest in the sufficient preparation before conducting the test Make sure we perform!! Sales Workflow Version 1.0
  • 3. Executive Advisors [CELLRANG E] [CELLRANG E] [CELLRANG E] IoT Everywhere USA China Australia 0 2 4 6 8 10 LA CICAGO NEWYORK SHANGHAI BEIJING GUANGDONG SYDNEY MELBOURN BRISBANE USACHINAAUSTRALIA Graph: Number of chain in each country IoT and Stuff