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I. ABC Company Profile and UVP Orientation

II. ABC Company Profile and UVP Presentation

III. ABC Company Active Products & Services

IV. ABC Company Franchise Presentation

V. ABC Company Marketing and Advertising Media Assets

VI. Sales and Marketing Reports Checklist

VII. Sales Quota

A. Daily Sales Quota

1. Manager

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2. Service Provider (12) ISP

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B. Weekly Sales Quota

1. Manager

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2. Service Provider (12) ISP

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C. Monthly Sales Quota 

1. Manager

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2. Service Provider (12) ISP

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D. Quarterly Sales Quota (3 Months)

1. Manager

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2. Service Provider (12) ISP

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E. Annual Sales Quota (52 Weeks / 12 Months)

1. Manager

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2. Service Provider (12) ISP

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VIII. Sales & Business Development Workflow

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IX. ABC Company Sales Channels

1. Where to expect Client Inquiries and Reservations

1. 1 Sales Channels

1. 2 Social Media Sites

1. 2. 1 Facebook Accounts 

1. 2. 2 Facebook Groups

1. 2. 3 Facebook Pages and Messenger

1. 2. 4 Instagram Direct Message (@ABCcompany)

1. 2. 5 Google Maps

1. 2. 6 YouTube (@ABCcompany)

1. 2. 7 Twitter (@ABCcompany)

X. Inquiry From

Inquiry Form of Service 1 (Pricing and Specifications)

XI. Statement of Work Proposals

XII. General Media Assets

XIII. Create New Lead

XIV. Merchant Partner General Information Sheet

XV. Sales Deck (Request for Proposal) Form

XVI. Sales Decks and FAQs

XVII. Cold Calling Dialogue and Workflow

Receptionist

1. Greetings

Client: Thank you for calling ABC Company; how can I help you?

Sales Manager: Hi there, this is [Your Complete Name], [Your Position] from ABC Company. We are an E-Commerce Multi-Marketplace Platform in the Philippines.

Client: Okay.

2. Agenda (Clarifications)

Sales Manager: I call you today to discuss ABC Company’s [Free Business Listing], [Products], or [Services] that can benefit your Company.

Client: Okay. May I know the benefits?

Sales Manager: Alright, ABC Company offers;

    • Offer 1

    • Offer 2

    • Offer 3

    • Offer 4

    • Offer 5

3. Redirection

Sales Manager: May I speak to anyone from your [Admin] or [E-Commerce] or [Marketing] Department to discuss it further?

Client: Sure, one moment, please hold.

Decision Maker or Contact Person

1. Greetings

Client: This is [Client Name] speaking.

Sales Manager:  Hi there, this is [Your Complete Name], [Your Position] from ABC Company. We are an E-Commerce Multi-Marketplace Platform in the Philippines.

Client: Okay.

If you already know the details of the person you are calling proceed to Section 2. Agenda (Clarifications)

If the First Name is already given

Sales Manager: Can I get your Last Name?

Client: My last name is [Client’s Last Name].

If the First Name is not yet given

Sales Manager: May I know who I am speaking with to address you properly

Client: This is [Client Name] speaking.

Sales Manager: And your Last Name, please?

Client: My last name is [Client’s Last Name].

Sales Manager: How about your Position and Department?

Client: I’m the [Position], and I’m from the [Department].

2. Agenda (Clarifications)

Sales Manager: Alright, Sir/Mam [Client’s First Name], I call you today to discuss ABC Company’s [Free Business Listing], [Products], or [Services] that can benefit your Company.

Client: Okay. May I know the benefits?

Sales Manager: Alright, ABC Company offers;

    • Offer 1

    • Offer 2

    • Offer 3

    • Offer 4

    • Offer 5

(ABC Company On-Site or On-Demand Services)

Sales Manager: May I know if the Company has any [Service/Product]?

Client: None.

Sales Manager: If so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

OR

Sales Manager: May I know if the Company has any [Service/Product]?

Client: Yes.

Sales Manager: This is noted; you may want to consider ABC Company as your additional service provider and earn a commission per hour. if so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

(ABC Company Marketplace: AHR, ART, or OS)

Sales Manager: May I know if the Company has its booking engine website or currently experiencing a low occupancy?

Client: None.

Sales Manager: If so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

OR

Sales Manager: May I know if the Company has its booking engine website or currently experiencing a low occupancy?

Client: Yes.

Sales Manager: This is noted; you may want to consider ABC Company as your additional revenue stream and marketing arm. If so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

3. Appointment (Scheduling)

Sales Manager: Are you available in the next couple of days?

Client: Let me check on that, one moment. Yes, sure I’m free on [Date].

Sales Manager: When is the best time to book this online meeting?

Client: Let me double-check on that again, one moment. Yes, sure I’m free around [Time].

Sales Manager: Great, can I get your email address and contact number for me to set up our online meeting?

Client: My email is [Email Address]. Spell the email phonetically.

Relationship Manager: And your contact number?

Client: You can reach me at [Contact Number].

4. Extro

Sales Manager: Thank you very much for providing the information and for taking the time to answer my call much appreciated.

Client: No worries.

Sales Manager: I am Looking forward to seeing you and discussing this further.

Client: Likewise.

Sales Manager: Bye for now. Cheers!

Client: Cheers!

5. Wrap-Up

Send the Sale Deck Email then Book the said Appointment.

Receptionist

1. Greetings

Client: Thank you for calling ABC Company; how can I help you?

Sales Manager: Hi there, this is [Your Complete Name], [Your Position] from ABC Company . We are an E-Commerce Multi-Marketplace Platform in the Philippines.

Client: Okay.

2. Agenda (Clarifications)

Sales Manager: I called you today to follow up on our email a couple of [Days] or [Weeks] ago regarding ABC Company’s [Free Business Listing], [Products], or [Services] that can benefit your Company.

Client: Okay. May I know the benefits?

Sales Manager: Alright, ABC Company offers;

    • Offer 1

    • Offer 2

    • Offer 3

    • Offer 4

    • Offer 5

3. Redirection

Sales Manager: May I speak to anyone from your [Admin] or [E-Commerce] or [Marketing] Department to discuss it further?

Client: Sure, one moment, please hold.

Decision Maker or Contact Person

1. Greetings 

Client: This is [Client Name] speaking.

Sales Manager: Hi there, this is [Your Complete Name], [Your Position] from ABC Company. We are an E-Commerce Multi-Marketplace Platform in the Philippines.

Client: Okay.

If you already know the details of the person you are calling proceed to Section 2. Agenda (Clarifications)

If the First Name is already given

Sales Manager: Can I get your Last Name?

Client: My last name is [Client’s Last Name].

If the First Name is not yet given

Sales Manager: May I know who I am speaking with to address you properly?

Client: This is [Client Name] speaking.

Sales Manager: And your Last Name, please?

Client: My last name is [Client’s Last Name].

Sales Manager: How about your Position and Department? 

Client: I’m the [Position], and I’m from the [Department].

2. Agenda (Clarifications)

Sales Manager: Alright, Sir/Mam [Client’s First Name], I called you today to follow up on our email a couple of [Days] or [Weeks] ago regarding ABC Company’s [Free Business Listing], [Products], or [Services] that can benefit your Company.

Client: Okay. May I know the benefits?

Sales Manager: Alright, ABC Company offers;

    • Offer 1

    • Offer 2

    • Offer 3

    • Offer 4

    • Offer 5

(ABC Company On-Site or On-Demand Service)

Sales Manager: May I know if the Company has any [Service/Product]

Client: None.

Sales Manager: If so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

OR

Sales Manager: May I know if the Company has any [Service/Product]

Client: Yes.

Sales Manager: This is noted; you may want to consider ABC Company as your additional service provider and earn a commission per hour. if so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

(ABC Company Marketplace: AHR, ART, or OS)

Sales Manager: May I know if the Company has its booking engine website or currently experiencing a low occupancy? 

Client: None.

Sales Manager: If so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

OR

Sales Manager: May I know if the Company has its booking engine website or currently experiencing a low occupancy? 

Client: Yes.

Sales Manager: This is noted; you may want to consider ABC Company as your additional revenue stream and marketing arm. If so, I would like to set up an online meeting with you via [Google Meet] or [Zoom] to discuss this further, and I’ll be sending you ABC Company’s sales deck presentation via email. I know you are very busy, and I don’t want to take much of your time.

Client: Okay.

3. Appointment (Scheduling)

Sales Manager: Are you available in the next couple of days?

Client: Let me check on that, one moment. Yes, sure I’m free on [Date].

Sales Manager: When is the best time to book this online meeting?

Client: Let me double-check on that again, one moment. Yes, sure I’m free around [Time].

Sales Manager: Great, can I get your email address and contact number for me to set up our online meeting?

Client: My email is [Email Address]. Spell the email phonetically.

Relationship Manager: And your contact number?

Client: You can reach me at [Contact Number].

4. Extro

Sales Manager: Thank you very much for providing the information and for taking the time to answer my call much appreciated.

Client: No worries.

Sales Manager: I am Looking forward to seeing you and discussing this further.

Client: Likewise.

Sales Manager: Bye for now. Cheers!

Client: Cheers!

5. Wrap-Up

Send the Sale Deck Email then Book the said Appointment.

Receptionist

1. Greetings

Client: Thank you for calling ABC Company; how can I help you?

Sales Manager: Hi there, this is [Your Complete Name], [Your Position] from ABC Company. We are an E-Commerce Multi-Marketplace Platform in the Philippines.

Client: Okay.

2. Agenda (Clarifications)

Sales Manager: I called you today to follow up on our email a couple of [Days] or [Weeks] ago regarding the Information Update Request for your Business Property.

Client: Alright.

Sales Manager: As our Merchant Partner, we would like to request your updated Contact Person, Contracted Rates, Business, and Bank Details at ABC Company Marketplace to give accurate information to travelers visiting our platforms, to fast-track and increase your sales conversions.

3. Redirection

Sales Manager: May I speak to anyone from your [Admin] or [E-Commerce] or [Marketing] Department to discuss it further?

Client: Sure, one moment, please hold.

Decision Maker or Contact Person

1. Greetings 

Client: This is [Client Name] speaking.

Sales Manager: Hi there, this is [Your Complete Name], [Your Position] from ABC Company. We are an E-Commerce Multi-Marketplace Platform in the Philippines.

Client: Okay.

If you already know the details of the person you are calling, proceed to Section 2. Clarifications (Email Follow-Up)

If the First Name is already given

Sales Manager: Can I get your Last Name?

Client: My last name is [Client’s Last Name].

If the First Name is not yet given

Sales Manager: May I know who I am speaking with to address you properly?

Client: This is [Client Name] speaking.

Sales Manager: And your Last Name, please?

Client: My last name is [Client’s Last Name].

Sales Manager: How about your Position and Department? 

Client: I’m the [Position], and I’m from the [Department].

2. Agenda (Clarifications)

Sales Manager: Alright, Sir/Mam [Client’s First Name], I called you today to follow up on our email a couple of [Days] or [Weeks] ago regarding the Information Update Request for your Business Property.

Client: Alright.

Sales Manager:  As our Merchant Partner, we would like to request your updated Contact Person, Contracted Rates, Business, and Bank Details at ABC Company Marketplace to give accurate information to travelers visiting our platforms, to fast-track and increase your sales conversions.

3. Appointment (Scheduling)

Sales Manager: Are you available in the next couple of days?

Client: Let me check on that, one moment. Yes, sure, I’m free on [Date].

Sales Manager: When is the best time to book this online meeting?

Client: Let me double-check on that again, one moment. Yes, sure, I’m free around [Time].

Sales Manager: Great, can I get your email address and contact number for me to set up our online meeting?

Client: My email is [Email Address]. Spell the email phonetically.

Sales Manager: And your contact number?

Client: You can reach me at [Contact Number].

4. Extro

Sales Manager: Thank you very much for providing the information and for taking the time to answer my call much appreciated.

Client: No worries.

Sales Manager: I am Looking forward to seeing you and discussing this further.

Client: Likewise.

Sales Manager: Bye for now. Cheers!

Client: Cheers!

5. Wrap-Up

Send the Merchant Partner Dashboard Link, then Book the said Appointment.

XVIII. Merchant Partner Dashboards

XIX. Merchant Partner Information Update Request