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CHAPTER 4 BUILDING A BUSINESS THAT WORKS... WITHOUT YOU

Example of a Functional Role Contract

Here is an extract of a functional role contract for my Program
Consultant (Corporate Sales):

         AKLTG Program Consultant (Corporate Sales)
                      Functional Role Contract

  Responsibilities:
  • Secure new corporate training contracts
  • Ensure that training contract is fulfilled beyond the

      client's expectations
  • Management & servicing of corporate clients
  • Track and fulfill or exceed sales targets
  • Report to the Head of Corporate Division

  Standard Operating Procedures:
  1) New Client Acquisition
  • Follow up on new leads with Needs Analysis
  • Meeting up with leads as necessary
  • Send thank you email after meetings
  • Consult trainer for program design
  • Create and send proposal to client
  • Follow up and close training contracts
  • Etc...

  Standards of Performance:
  • Respond to new leads within 48 hours
  • Send a proposal within 1 week of Needs Analysis
  • Send Feedback Summary not later than 1 week after

      training
  • Secure at least 3 appointments a week with new

      prospects
  • Generate a minimum of 2 new leads a day
  • Meet up with existing clients at least once a quarter
  • Generate/manage a minimum sales revenue of

      $500,000 for the financial year

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