After the sales representative's resignation | Acquiring new business meeting appointments from the handover business cards

basic information

■Main Support Content To obtain new business meeting appointments from the transferred business cards and quotation history, we will produce and design the following: 1. Separate the quotation history by results and timing, and decide which company to approach with what information. 2. Create an email announcement that conveys the background from the predecessor at a glance, allowing the successor to send it under their own name. 3. Produce a landing page summarizing the current response conditions and how to apply for consultations. 4. Design a process from application reception to meeting scheduling that is easy for the successor to handle alone. The focus of the announcement will be the reasons for reconsideration under the current conditions. ■Information to be Gathered During Consultation 1. An approximate number of transferred business cards and quotations, and the range of products handled by the predecessor. 2. The products and processes that were the subject of quotations, along with the results at that time (lost orders, on hold, etc.). 3. The predecessor's retirement timing and the content of communications sent by the successor so far. The business cards and quotations themselves are not necessary for the initial consultation. ■Cost and Operational Arrangements This is a performance-based model where orders and payments are considered the results. The fee rate, applicable transactions, duration, production and operational costs, and responsibilities and costs for distribution and ongoing operations will be agreed upon before the contract is finalized.

Price information

It is a performance-based compensation model that rewards for orders and payments. The fee rate, target transactions, applicable period, and costs related to production and operation will be determined before the contract.

Delivery Time

※We will check and adjust the target products, the status of the list, and the scope of production and operation.

Applications/Examples of results

■We envision the following uses: - Informing clients with pending estimates left by the predecessor, providing the current conditions from the successor. - Recommunicating our company's scope of services to companies where the predecessor only exchanged business cards. - Gradually reaching out to clients where multiple sales representatives have left and no successor has been assigned. - Conveying the conditions for handling inquiries that the predecessor had accepted on a personal basis, transitioning them to company terms. ■Frequently Asked Questions Q. There are hardly any notes left by the predecessor. A. We will construct the reason for the outreach based on the remaining records, such as the content and date of the estimate and how the business cards were obtained. Q. The successor has limited product knowledge. A. We will establish a process to inquire about the purpose and conditions at the time of application, allowing the successor to prepare before the meeting. For inquiries that require technical confirmation, we will also decide in advance who from the company will attend. ■Please let us know during your consultation If you can provide the target products, an approximate number of cases handed over, the background of how business cards and estimates were collected, and the status of the last contact, we can begin the initial consultation. The presence of the successor is also welcome.

Detailed information