How to help the sales team-attract new clients


Assignment:

You work at a consulting company helping companies research, develop, and launch new ideas. The vice president of sales has asked you to create a document that highlights the entire process from idea generation to financing that will be used to help the sales team attract new clients. You will create a PowerPoint slideshow that outlines this process.

You are working for a consulting firm that helps new ventures launch. Your manager, Karl Mecklenberg, has asked you to work with the sales team to develop a presentation slideshow that will highlight the steps taken in the development of a new venture. You will turn in a minimum 12-page PowerPoint presentation, complete with notes that describe this process.

You have a meeting scheduled with Vice President of Sales Craig Morton, who will describe what the sales team requires for its presentation.

Key Players

Mr. Craig Morton, Vice President, Sales

Transcript

Hello, welcome to the company. I understand you are new here, but you come highly recommended from your boss Karl. I am sure you will be very helpful for our department.As you know, our company assists entrepreneurs in Developing Ideas For Potential Ventures. Our sales team works with various professional business clubs and often speaks to the groups about our services in order to attract new customers In these meetings, my team describes what we do in great detail- From Business Plan Development To Assisting With Acquiring Funds.

For the most part, the presentation is outstanding, but it could be improved, that is where you can help. We have received some feedback that while our presentation of services is well done, people felt it would be a good idea (and help increase sales) if we could Explain The Overall Entrepreneurial Process From Idea To Funding In Launching A New Business.

This improvement to our sales pitch would allow for us to highlight how we can help in each area and increase the confidence of potential clients by showing them the big picture first, before describing our individual consulting services. We would like you to develop a 10-12 page slideshow that will describe the steps of entrepreneurship, such as brainstorming an idea and then assessing whether the idea is a true opportunity.

Then you could describe the second step an entrepreneur should take to develop a strategy and business plan and then you could describe the third step and so on... all the way to finding investors for the new venture. Be sure to create a professional presentation that is easy to read and is succinct.

These are busy people, so we want just the highlight of the process on the slides And don't forget to add notes in the PowerPoint that my sales team can read that describes what each slide should cover in detail. Thanks for your time...I look forward to this presentation!

Activity

As an expert in entrepreneurship, you will outline the process that one goes through to launch a new business.

As outlined in Week 2, you start with an idea and then assess its worth. Once you have an opportunity, you create a business model, develop a business plan, create a marketing strategy, develop a legal strategy, and assemble your team (Weeks 3-5). To finance this launch, you start with seed money and eventually (if successful) reach out to angel investors or venture capitalists (Weeks 6 and 7).

Be sure to highlight all of these areas and describe the process in each stage.

Your presentation of 10-12 slides that includes a cover page will be used to promote your company as the right place to use to support entrepreneurial activity. The slideshow must be a professional presentation that is easy to read and follow. Use the notes section to describe each slide in greater detail.

To be successful, you should review each of the past weeks' lessons and readings and bring in these academic sources to support your process presentation.

You are about to join a meeting with Vice President of Sales Craig Morton. Be sure to listen to him as he describes his needs.

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Finance Basics: How to help the sales team-attract new clients
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