Prabodh Deolekar
Jun 8, 2023
Prabodh Deolekar Jun 8, 2023

Hi Will,

Sorry for delayed response as i was not keeping well few day.  I have will the format suggested by you, below mail for your reference.

30 Day Plan

1. Know about my CX Product and service
2. Interlock with all the team members of the BFSI team and understand the current funnel status
3. Find the customer who are right fit for our CX products
4. Progress Q1 opportunities further
5. Generate 500 K USD CX Sales funnel

To complete the Goal I will:

1. I will go through Level 1 learning, Shadow sales and SE teams in customer calls
2. Interlock with all the relevant past and present team members and update the sheet with the current status
3. Shortlist list of accounts i will be going through for our CX solution for this year
4. I will get a complete handover of Q1 opportunities and get introduced to client
5. Interlock with Account Managers and Channel partners to identify 500 K USD Funnel, Meet existing clients and , create account plan for expansion and upsell opportunity , Train respective Inside sales reps for CX sales pitch

I will have had success if I will:

1. I will have roleplay before customer meetings with SE’s and they quiz me and give feedback to mee on my understanding of our CX portfolio
2. I will have to update the status for all the accounts i am targetting in my patch along with past history, latest engagement status and opportunity details if any
3. I will finalize list of accounts i need to go behind and have first-level plan on how to drive engagement in each account
4. I will qualify the Q1 opportunity and have deal timelines for the respective opportunity
5. I finish the Meeting and do points 2, and 4. I have a meeting with 4 new clients. Inside sales team sales pitch is effective and able to fix meetings

60-Day Plan:

Success Goals:

1. Build 1 Mil USD qualified Funnel
2. Meet 4 new high-potential clients and deliver CX Sales pitch
3. Create a Funnel Plan with all the respective AMs and Channel Partners

To complete the Goal I will:

1. I will be Calling my list of Accounts, Align with AM’s for fixing meeting, Work with inside sales for customer meeting
2. Research customers and fill Account plan
3. Have 1 to 1 with respective AM’s

I will have had success if I will:

1. I will fix 4 new high potential customer meetings
2. I fill 4 Account plans before a customer meeting
3. I have a plan with respective 4 AMs for generating CX opportunities in their accounts

90-Day Plan:

Success Goals:
1. Have at least 1 closure from the existing funnel opportunity
2. Generate a 1.5 Mil USD funnel
3. Move at least 2 opportunities beyond the demo stage

To complete the Goal I will:
1. Complete all the closure process pricing approval raised,Have one executive meeting
2. Meet 4 new large high potential clients and unearth new opportunities

I will have had success if I will:

1. Recieve the PO from one customer
2. We have discovery session with the clients
3. Complete Demos in two accounts