30 60 90 Days
30 60 90 Days
30 60 90 Days
or systems within an organization to achieve a specific business goal. These processes are
designed to efficiently and effectively transform inputs (such as resources, information, or
materials) into desired outputs (such as products, services, or outcomes).
3. Input-Output Orientation: Every business process has inputs, which are the resources or
information required to initiate the process, and outputs, which are the results or outcomes
produced as a result of completing the process.
4. Value Addition: Ideally, business processes should add value to the organization by
increasing efficiency, improving quality, reducing costs, or enhancing customer satisfaction.
Identify target markets and customer segments based on demographics, behavior, and needs.
Conduct market research to gather insights into customer preferences, competitors, and
industry trends.
Analyze data to understand market dynamics and identify opportunities for product
development or differentiation.
2. Strategic Planning:
Develop a marketing strategy that outlines objectives, target audiences, messaging, and
channels.
Set sales targets and establish key performance indicators (KPIs) to measure success.
Allocate resources effectively to support marketing and sales initiatives.
Develop or enhance products or services based on market needs and customer feedback.
Determine pricing strategies, positioning, and value propositions.
Create marketing collateral, such as brochures, websites, and presentations, to communicate
product benefits.
4. Lead Generation:
Generate leads through various channels, including advertising, content marketing, social
media, and networking.
Capture leads through forms, landing pages, and contact information provided by potential
customers.
Qualify leads based on criteria such as interest level, budget, and buying intent.
6. Sales Process:
Initiate contact with qualified leads through sales calls, emails, or meetings.
Understand customer needs and pain points through active listening and effective
questioning.
Present solutions that align with customer requirements and provide value.
Handle objections and negotiate terms to close deals effectively.
Provide ongoing support and assistance to customers after the sale is made.
Address any issues or concerns promptly to ensure customer satisfaction.
Seek feedback from customers to improve products, services, and the overall sales and
marketing process.
Measure the performance of sales and marketing efforts against predefined KPIs.
Analyze data to identify trends, opportunities, and areas for improvement.
Adjust strategies and tactics based on insights to optimize results and drive continuous
growth.
By effectively managing each stage of the sales and marketing process, organizations can
attract, convert, and retain customers, ultimately driving revenue and business success.
sales process
ChatGPT
The sales process outlines the systematic steps that sales professionals follow to identify,
qualify, and close deals with potential customers. While specific sales processes can vary
depending on the industry, target market, and organization, the following is a general
framework commonly used:
1. Prospecting:
Identify potential leads or prospects who fit the ideal customer profile.
Utilize various sources such as networking, referrals, cold outreach, and marketing-generated
leads.
Research prospects to understand their needs, challenges, and how your product or service
can provide value.
2. Initiation:
Make initial contact with the prospect through channels like email, phone calls, social media,
or in-person meetings.
Introduce yourself and your company, and briefly explain how your offering can address the
prospect's needs or pain points.
Seek permission to continue the conversation and gather more information about their
requirements.
3. Qualification:
Determine if the prospect has a genuine need for your product or service, as well as the
authority and budget to make purchasing decisions.
Ask probing questions to uncover challenges, goals, timelines, and budget constraints.
Assess whether the prospect's needs align with what your company can offer.
Tailor your presentation or pitch based on the prospect's specific needs and preferences.
Highlight the features, benefits, and value propositions of your offering.
Provide case studies, testimonials, or demonstrations to reinforce the effectiveness of your
solution.
Address any objections or concerns raised by the prospect.
5. Handling Objections:
Listen actively to the prospect's concerns and objections without becoming defensive.
Acknowledge objections empathetically and provide relevant information or clarification to
address them.
Use persuasive techniques such as testimonials, ROI calculations, or risk reversal strategies to
overcome objections.
6. Closing:
Confirm the details of the agreement and provide documentation or contracts for the prospect
to sign.
Express appreciation for their business and assure them of ongoing support.
Follow up after the sale to ensure customer satisfaction and address any post-purchase issues
or concerns.
Maintain regular communication to nurture the relationship and explore opportunities for
upselling or referrals.
1. Order Confirmation:
Once a sales order is received from the customer, it needs to be confirmed within the
organization.
Verify the availability of the requested products or services in inventory or production.
Confirm pricing, quantities, delivery dates, and any special terms or conditions with the
customer.
2. Order Processing:
Convert the confirmed sales order into a workable format for fulfillment.
Create internal documentation such as picking lists, packing slips, and shipping labels.
Enter relevant information into the company's order management system or enterprise
resource planning (ERP) system.
3. Inventory Allocation:
Retrieve the items from inventory based on the picking list or order details.
Verify the accuracy of the items picked against the order requirements.
Package the items securely, following any specific packaging instructions or customer
preferences.
5. Shipping and Delivery:
Arrange for transportation or shipping of the packaged goods to the customer's designated
location.
Generate shipping labels and documentation, including invoices and packing slips.
Coordinate with logistics partners or carriers to ensure timely delivery and tracking of the
shipment.
Generate invoices based on the confirmed sales order and shipping details.
Include accurate pricing, discounts, taxes, and any other relevant charges.
Send invoices to the customer through preferred channels, such as email or postal mail.
7. Payment Processing:
Receive and process payments from the customer for the goods or services provided.
Verify payment information and reconcile payments with invoices.
Update financial records and accounts receivable accordingly.
9. Customer Communication:
Keep the customer informed about the status of their order, including shipping updates and
delivery timelines.
Address any questions, concerns, or issues promptly to ensure a positive customer
experience.
Seek feedback from customers to assess satisfaction and identify opportunities for service
enhancement.
By effectively managing the sales order execution process, organizations can fulfill customer
orders efficiently, meet delivery commitments, and enhance customer satisfaction and
loyalty.
sales order processing documentation
ChatGPT
Sales order processing documentation includes various documents and records used
throughout the sales order execution process to ensure accurate order fulfillment and effective
communication between departments and customers. Here are some essential documents
typically involved in sales order processing:
This document is initiated by the customer to place an order for products or services.
Contains details such as customer information, order items, quantities, pricing, delivery
instructions, and payment terms.
Serves as the primary reference for processing the order internally.
2. Order Confirmation:
A document generated by the seller to confirm the receipt and acceptance of the customer's
order.
Includes confirmation of order details, such as product specifications, quantities, pricing,
delivery dates, and any special terms or conditions.
Provides assurance to the customer that their order is being processed.
3. Picking List:
Lists the items and quantities to be picked from inventory to fulfill the customer's order.
Typically organized by location or aisle in the warehouse to facilitate efficient picking.
Used by warehouse personnel to gather the required items for packaging and shipping.
4. Packing Slip:
Lists the items included in the shipment and their corresponding quantities.
Often includes product descriptions, part numbers, and any special handling instructions.
Inserted into the package or attached to the exterior for reference by the customer upon
receipt.
5. Shipping Label:
Contains shipping information such as the recipient's name and address, sender's details, and
tracking numbers.
Attached to the exterior of the package for identification and routing by carriers.
Generated electronically or printed directly from the shipping system.
6. Invoice:
A document requesting payment from the customer for the products or services provided.
Details the items sold, quantities, unit prices, total amounts, applicable taxes, discounts, and
payment terms.
Serves as a record of the transaction for both the seller and the customer.
7. Payment Receipt:
Communications sent to the customer to provide updates on the status of their order,
including order confirmation, shipping notifications, and delivery confirmations.
May include tracking information and estimated delivery dates.
Keep the customer informed and engaged throughout the order fulfillment process.
These documents are essential for maintaining accurate records, facilitating order fulfillment,
and ensuring smooth communication between customers and internal departments involved in
the sales order processing workflow.
different documents in sales order processing between departments
ChatGPT
In sales order processing, various documents are exchanged between different departments
within an organization to facilitate the fulfillment of customer orders. Each department plays
a crucial role in the process, and the documents exchanged help ensure coordination,
accuracy, and efficiency. Here are the key documents exchanged between departments:
1. Sales Department:
Sales Order: The sales department initiates the sales order, containing details of the
customer's order, such as product or service specifications, quantities, pricing, and delivery
instructions.
2. Inventory/Warehouse Department:
4. Shipping/Logistics Department:
Shipping Instructions: Details provided by the sales department on how orders should be
shipped, including shipping method, carrier preferences, and any special handling
instructions.
Shipping Labels: Generated to identify and route packages during transit, containing
information such as the recipient's address, sender's details, and tracking numbers.
Bill of Lading: Legal document issued by the carrier, acknowledging receipt of goods for
shipment and serving as evidence of the contract of carriage.
5. Accounting/Finance Department:
Invoices: Generated based on the sales order and sent to the customer for payment. Invoices
include details of the items sold, quantities, prices, taxes, discounts, and payment terms.
Payment Receipts: Acknowledge payments received from customers and serve as proof of
payment for accounting purposes.
Order Status Updates: Sent to customers to provide updates on the status of their orders,
including confirmation of receipt, processing, shipping, and delivery.
Return Authorization Forms: Initiated by customers to request returns or exchanges.
Customer service processes these requests and coordinates with other departments for return
processing.
Effective communication and documentation exchange between departments are essential for
streamlining the sales order processing workflow, minimizing errors, and ensuring customer
satisfaction. Each department's cooperation and adherence to standardized processes help
optimize the overall efficiency of order fulfillment.
pleasantries with colleagues and boss when starting new job
ChatGPT
Starting a new job is an exciting opportunity to build relationships with colleagues and make
a positive impression on your boss. Here are some pleasantries and gestures you can use to
greet your colleagues and boss when starting a new job:
1. Warm Greetings:
2. Expressing Excitement:
"I'm really excited to start working with all of you and contributing to the team's success."
"I've heard wonderful things about this team/company, and I can't wait to be a part of it."
"I'm eager to learn about each of your roles and how I can support the team."
"Please feel free to reach out to me if there's anything I can assist with. I'm here to learn and
contribute."
"I'm looking forward to collaborating with each of you and leveraging our collective
strengths."
"I'm here to support the team in any way I can. Let's work together to achieve our goals."
6. Acknowledging Leadership:
"Boss's Name, I'm excited to learn from your leadership and contribute to the success of our
team."
"Thank you for the opportunity to join your team. I'm eager to work under your guidance and
direction."
Remember to smile, make eye contact, and maintain open and approachable body language
during interactions.
By using these pleasantries and gestures, you'll not only establish a positive rapport with your
colleagues and boss but also create a welcoming atmosphere that fosters collaboration and
teamwork.
1/2
Nail your first 90 days when
starting a new job
As a new hire, if you are like me, you want to deliver value
fast to your company, especially on probation. Your first 90
days are often the most decisive for you and your company
to gauge whether or not you are both a good fit for each
other. I have been in new jobs many times, even within the
same company. At each unique starting point, I knew
within three months if I would succeed or fail— in other
terms, I knew if I was adding value or not. This article will
share the tips I’ve learned on delivering value to your
organisation when starting a new position within the first
months.
Tip #4: Take time to meet and know your new team,
colleagues and other departments
When I was younger, I overheard that companies hesitated
to hire juniors or inexperienced people because they
wanted them to be operational straight away. So, as a new
hire, I tended to throw myself straight into the job, and
start working like crazy: this was my M.O. I didn’t have
much time to socialise with colleagues, mostly because I
was scared to be seen as “not working hard enough” until I
realise that working as a team requires more than being a
workhorse: at times, I needed to gather people around new
ideas — how was I going to do that if they didn’t know me?
Then, our company hired a new salesperson. He spent the
first month inviting every single person for a chat and a
coffee. At his first meetings, he brought bacon and egg
rolls for everyone. Within 3 months, he had made more
connections and gotten more from people than I did in 3
years! Developing soft skills, getting to know the people
you will be working with, their strengths, skills, experience
and motivation are essential to establish trust and
empathy.
But if you really must speak up, then try tip #8 below:
Use this time to soak up everything and anything about the business,
starting with learning about your team.
And, help them understand what you’re expecting from them day-to-day.
This is a good opportunity to get to know your team so that you can build
a relationship.
The better you know and understand one another, the better you can all
work together.
It’s important you find out as much information as possible as this helps
you build up a bigger picture of what the company is all about.
If you don’t understand who the business targets then you won’t be able
to create successful content.
Make sure you do your research and understand your ideal customer
persona. This drills down into who they are, their location, their likes and
dislikes, where they access your content, and much more.
This stage will also tell you what type of customer you don’t target so you
can make sure each piece of content is appropriate and relevant.
Without knowing your product or service inside out then you will not be
able to effectively market it to customers. You need to understand
everything about it, from USP’s, to benefits, to price point, so that you can
communicate this information in any marketing campaign.
But firstly you need to find out who your competitors are.
Regardless of what industry you’re in, you need to know who you are up
against as this allows you to stay relevant and competitive. These
companies are competing for the attention of your customers, so you
need to be aware of them.
Get to know how they market their products and services, as there might
be something you can learn from them.
Your strategy will set the entire direction of your time at the company.
You can’t expect to achieve your goals without first developing a strategy.
This outlines your budget, your target audience, what tactics you’ll use,
key messaging, your position in the market, and so much more.
It also helps keep the whole marketing department on track. If each team
member understands the strategy and what you hope to achieve, they will
know exactly what to work towards.
Identify Success
By identifying areas in which the company has been successful, you can
implement these methods and concentrate more resources in expanding
them.
You don’t want to waste time and resources on something which has
already been proven not to work.
Look back at previous marketing reports and let the numbers do the
talking.
You should also review previous marketing activity to get a clear view of
what you need to do going forward to meet your targets.
You can learn a lot from talking to existing customers and prospects.
Make sure you build up a relationship with them and identify what they
need from the business.
By understanding what your customers need, you can create content that
is tailored to their needs.
You’re not creating content for the sake of it, but rather serving a demand
which you have identified in your existing customer base.
Customers are the best way to judge the success of a marketing
campaign. By putting their needs first, you can retain current customers
and also attract new leads.
You could also spend time with the customer service department and sit
in on some calls. This will allow you to find out what customers do and
don’t like about the business and how they think your offering could be
improved.
Stay Up to Date
Maybe what they need from your business has changed or there has been
a shift in their priorities. By keeping ahead of this curve, you can be
confident that your content is relevant and satisfies their demands.
At this point you should have a better understanding of the team and your
customers. Now it’s time to level-up your marketing manager skills even
further.
However, the problem with this is making sure you implement these
design changes across all forms of marketing collateral. Often enough,
some are left with old branding which looks lazy and unprofessional.
Make sure you check all marketing materials to make sure they are
consistent and up to date.
Make sure you get to know the different people at each company and
what their position is.
This will enable you to reach out to the right person should you ever need
to talk to them.
You will need to find out what each piece of software does and why the
business uses it to give you an understanding of the value it can bring.
Depending on the company, the amount of software they use and the
type of software they use will vary.
You should feel confident that you can use each platform independently
and use it for the advantage of the marketing department. For example,
being able to use Hootsuite will save both you and your team lots of time
when it comes to scheduling multiple social media posts.
This will free up some capacity and allow you to concentrate on other
things.
It’s not enough just being able to use and navigate the software, you also
need to know how to pull reports from them.
When it comes to marketing, reports are key as they allow your manager
to measure the performance of different campaigns. From Google
Analytics to Mailchimp, these reports can be run on each part of the
marketing activity.
This allows you to create strategic marketing campaigns that attract your
ideal customer by understanding how they interact with your business.
There might be some tools that are yet to be set up so it’s your job to get
these up and running.
The tools you require will depend on what you’re trying to achieve
whether it’s analytics and SEO, marketing automation, project and task
management, or marketing strategy and roadmapping.
Any tool you use should provide you with more insight into how your
marketing efforts are working, allowing you to make changes where
necessary.
The goal for a marketing manager is to grow the business, so having this
data is essential to making sure you’re moving in the right direction.
You’ve got a set of skills that made you successful when acquiring the role
of marketing manager. You can bring these skills to the people you work
with, including those in your immediate team.
You should have a pretty good idea of people’s strengths and weaknesses
and which areas they might need further support with.
People will excel and struggle in different areas so it’s your responsibility
as their manager to enhance their professional development.
During your second month, you should identify any skill gaps in the
marketing department and identify ways you can help. Maybe you could
spend some time with them, explaining a particular subject or showing
them how to use a system.
Similar to the point above, you should know your team enough by your
second month to have an idea of who is good at what.
This allows you to identify which people need further training and in what
areas. Using this knowledge you can start drafting a training strategy that
will outline how you plan to develop different employees.
The more they know, the more value they can bring to the business so it
works in everyone’s favour to improve their skill set.
In the future, this could enable employees to apply for higher roles within
the company.
Although you will not be expected to make any hires during your first 3
months as a marketing manager it’s always good to have a plan in place.
By identifying what skills are currently missing in the team, you can seek
our future candidates who can fill these positions.
Having the right people in your department will make your life a lot easier.
Let’s not even talk about how costly and time consuming the recruitment
process is!
By understanding exactly what you need will help you get your future
hires right.
Your CEO and other managers will want to hear your views on how
the business can grow.
This will not only be limited to the marketing department but also
company wide goals which drive the entire business.
We’re nearing the end of your first 3 months so your responsibilities will
shift to understand marketing and sales processes so that you can make
the most impact.
Market Yourself
Marketing yourself is one of the most important things you can do in your
job role.
Clearly your CEO and hiring manager have faith in your abilities, otherwise
you would never have landed the job in the first place. You’ve been put in
a position of responsibility so make sure you show that they have made
the right decision.
From how you interact with colleagues to how you dress, you are creating
an external persona.
Make sure you create the right persona otherwise you will not be taken
seriously.
If you want the sales process to run smoothly then you absolutely must
create a marketing funnel.
Your brand is what sets you apart from your competition and if it’s not
working for your customers, then it needs to change.
Similar to the point above, a website audit allows you to monitor the
effectiveness of your website.
This is usually the first thing people see when they are learning about
your company. Think about it, if we hear a brand name or learn about a
service we’re interested in, the first thing we do is plug it into Google and
have a nosy around the website.
Finding ways the business can make more money will be great news for
your CEO.
Conducting an audit allows you to sift back through your existing content,
whether that’s website copy, white papers, infographics, or ebooks to
make sure it’s all communicating the right message.
Maybe you hired some guest bloggers to post some content on your
website that is no longer relevant.
Maybe your tone of voice has changed, or your target audience, and you
need to tweak your content to suit these needs.
It’s never a good idea to just create something and leave it hanging.
Things change in the world of content marketing and making time to
review what currently sits on your website is a great way of staying
relevant.
But it’s important that you’re using the right social media platforms and
posting the right type of content in order for it to be a success.
Not every channel works for every business, and your team should
concentrate on what’s generating the most results.
Maybe you have a bakery business and Instagram receives the highest
level of engagement. I mean who doesn’t want to see photos of cakes?! In
this scenario you should put more time into growing your Instagram
following as this is where most of the customer base sits.
It will be your responsibility to work out how and where this budget should
be allocated.
All of these areas cost money, and it will be up to you to decide how much
budget should be spent.
Maybe you need to cut back in a certain area, or invest more budget into
another area which is doing really well. For example, you might choose to
ditch a certain exhibition this year because it’s not generating enough
leads.
Or perhaps you need to buy another license for Adobe Suite as the team
has now expanded and they need access to the online tools.
It’s your job to correctly calculate these expenses and to also justify your
reasons to your CEO or immediate boss.
It’s important you have people within your company who you can go to
and confide in.
Especially when you’re a manager, you will have a lot of pressure riding
on your shoulders. It’s important to have people who can lend an ear and
offer you support as there is nothing worse than bottling up your stress.
Obviously you want to make a good impression and keep your CEO happy,
but you were hired because of what you can bring to the company.
If you have a better idea or don’t agree with something then make sure
you voice your opinion. You weren’t employed to be a sheep.
Only because they have always done something a certain way doesn’t
necessarily make it right. Large organisations in particular can fall into a
habit of playing it safe. If a method has been tried and tested, they can be
reluctant to change.
Be prepared to challenge your team and even your CEO to present your
own ideas. Obviously, you’ll need to be able to justify your reasons to
have any chance of convincing them. You’ll also need to be very
professional in your approach and communicate your ideas calmly and
clearly.
You’re at the final stage of your 3 month plan, BUT the hard work certainly
doesn’t stop here!
You should have definitely made your mark on the company by now. Your
CEO and other managers should be able to see how you’ve approached
the role and how you’ve contributed to growing the business.
It’s not enough to just stay at the same level and get complacent, you
need to consider how the business can scale up.
This is the exciting bit as you can start practically implementing your
vision and driving the business to success.
Before we finish up, let’s turn our attention to some frequently asked
questions regarding a 30-60-90 day marketing manager plan.
What is a 90 Day Plan?
How Can I Create a 90 Day Plan?
What Makes For a Good Marketing Plan?
Whilst there will be hundreds of things to do on your to-do list and you’ll
want to hit the ground running.
Having a solid 30-60-90 day plan lets you prioritise your workload for the
first 3 months and will help you achieve key milestones.
It’s something to refer back to and will keep you on track should you ever
get lost in the marketing madness!
At Canny we know firsthand how much you have on your plate, and how
much is expected of you. Thankfully we’re here to take a little bit of
pressure off so that you can concentrate on success.
From branding to website design, we give you total peace of mind that
your project is in safe hands. Speak to a member of our friendly
team today to see how we can help!