Weekly Sales Meeting Agenda

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Weekly Sales Conference Call Agenda

Attendees: CH, AD, JV, DD

Summary by CH to circulate to JV, DD, AD, CH

Agenda:

 Discussion of Segment 1 and 2 (Top Clients and Top Prospects)


o Current and planned marketing/sales activity – visits etc
o Existing opportunities and successes
o Upcoming opportunities identified and required action

 Discussion of Segment 3 (Other users)


o Current and planned marketing/sales activity – visits, specific mailings etc
o Existing opportunities and successes
o Upcoming opportunities identified and required action

 Discussion of Segment 4 (Rest of Market)


o Market research status – new leads identified
o New leads identified from other sources (ensure added to database)

 Cross selling opportunities within RG


o Communication – Corpro, IA....
o Leads, opportunities for collaboration

Misc

 Status/Progress on specific marketing initiatives/campaigns

AOB

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