Page 50 - Sales and Operations Handbook for Managers.pdf
P. 50
Office Manager DSM RSM
1.Research businesses
to include in local
2. Create the marketing visit plan
monthly local and send list to OM
marketing schedule. to create monthly
schedule.
3. Share the monthly 4. Review the monthly
plan with the DSM plan before assigning 5. Review the analysis
before providing to agents to go market to and discuss with DSM
and share with the OM.
agents. businesses. Ensure there
are enough marketing
materials to give to the
Sales agents for when
they visit.
6.Assign the Sales agent
to go to locations and
distribute marketing
materials.
6.Assign the Sales agent 7. Review the marketing
to go to locations and
distribute marketing tracker from the
materials. The Sales previous month to see
Agent should update how many leads and
local marketing tracker referrals were collected
as they visit each and adjust the marketing
business. plan based on the data.
