Sales Roles and Responsibilities
1. Overview
Purpose:
Clearly outline each team member's roles and responsibilities within the sales process.
Objectives:
Ensure accountability and clarity in the sales workflow.
Facilitate collaboration and efficiency.
2. Detailed Roles and Responsibilities
Salespeople (Salesperson 1 & 2)
Primary Responsibilities:
Conduct needs assessments.
Develop and present proposals.
Follow up with clients.
Negotiate terms and close sales.
Manage client relationships post-sale.
Secondary Responsibilities:
Collaborate with the assistant and cold caller for efficient workflow.
Provide feedback to improve lead quality and sales strategies.
Assistant
Primary Responsibilities:
Manage CRM data entry and updates.
Prepare proposal materials and documentation.
Schedule meetings and manage calendars.
Assist in onboarding new clients.
Handle administrative tasks to free up salespeople.
Secondary Responsibilities:
Support marketing efforts as needed.
Coordinate with the cold caller to ensure lead flow.
Cold Caller
Primary Responsibilities:
Conduct outbound cold calls and email outreach.
Identify and generate new leads through various channels.
Secondary Responsibilities:
Follow up on initial outreach if necessary.
Maintain a database of potential leads.
3. Accountability Chart
Visual Chart: (Create a simple table or diagram on the page)
Salesperson 1
Responsibilities: Needs Assessment, Proposal Creation, Closing Sales
KPI: Proposals Sent, Close Rate, Revenue Generated
Salesperson 2
Responsibilities: Needs Assessment, Proposal Creation, Closing Sales
KPI: Proposals Sent, Close Rate, Revenue Generated
Assistant
Responsibilities: CRM Management, Proposal Support, Scheduling, Onboarding
KPI: CRM Accuracy, Proposal Turnaround Time, Onboarding Efficiency
Cold Caller
Responsibilities: Lead Generation, Lead Qualification, Appointment Setting
KPI: Leads Generated, Qualified Leads, Appointments Set
4. Additional Resources
Role-Specific Training:
Download Role-Specific Training Guides
Contact Information:
Download Team Contact List (Google Sheet)