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)