Factoring Sales / Marketing Consulting & Consultants

Sales / Marketing Consulting Services - Request for Proposal

Please indicate which of these services your Company is requesting at this time. We can have a Proposal prepared Specifically for your request within 48 hours of receiving this Request for Proposal & the Prospect Questionnaire.

Company:

Contact:

Title:

Phone:

Email:

STRATEGIC ISSUES (For Owner/President)

1) Target Market Selection

A) Deal Size (dependent on capital base, cost of funds, etc.)

B) Industries

C) Geographic

2) Product Pricing/Structure

3) Sales Department Budgeting/Projections

4) Sales/Broker Compensation Plan and Monitoring

TACTICAL ISSUES (For Owner/President &/or Sales Manager)

5) Marketing Materials

6) Marketing Methods (How to most effectively & efficiently "Go To Market")

A) Based on chosen Target Market and available resources

7) Front-end Process Design

A) Client Application Design

B) Proposal Design

C) Items Necessary to Propose

D) Who Issues Proposal

E) Items Necessary to Submit for Approval

F) Post Submittal Sales Involvement

G) Post Approval Sales Involvement

H) Post Funding Sales Involvement

TRAINING (For Owner/President, Sales Manager &/or Salespeople)

8) Selling Basics

A) Realizing Target Market's Full Potential

B) Understanding Product Benefits/Competitive Advantages

C) "Listening" as a Selling Tool

D) Leveraging the Firm's (and your) "assets"

9) Team Building/Motivational Seminar

Additional Comments & Requirements

Factor Help, Inc. | Phone (972) 759-0711 | FAX (972) 739-9114

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