Start

Dealers Acquisition - Monthly Sales Itinerary

Filtered Leads Sales Manager
Sales manager
New accounts
by priority receives the list via
reviews and Site Visit
endorsed by email or hardcopy
prepares for dealer
**Refer to Client
Admin. visit.
database template**

Ask for Start

Respective
owner /
purchasing
manager
Data Needed
Target Service Area:
Target Dealers w/in service Area: (Name, Contact, Address)
Ask for
Endorsed
Update
List priority
availability and
to admin Sales executive must determine which area to target for next
Available No contact # for
officer for Dealer's Leads leads for month. Once the target area is determined, SE will filter the
No follow up
appointment info sheet
setting. Database next month leads database for dealers within that area. SE will extract the
Update
information from the database, which includes Name, Contact,
Invite dealer to attend the Yes If respective
calendar
person is not available, ask for the availability and Branch locations
Did the
monthly business contact # for follow up. Update the Info sheet to whatever
customer accept the
invitation? opportunity forum. **Refer feedback is provided.
to the calendar of activity**
Quick Introduction
& Product When speaking to the owner/manager, do a proper introduction
Presentation (name and position) and about the business you are representing. Data Needed
Yes Present the product through infographics and discuss dealer's cost Dealer's Locations (branches & corporate office)
benefits and where we want to display our product and Ads.
Map out the
- Personal intro leads and Once SE has gathered his final list of leads, SE will map out
End of process - Company portfolio the addresses to determine the promixity of leads from the
Proceed to
- Take the concerns **FGD invitation** - Product presentation its location manufacturing site.
**FGD and raise it up to admin - Earning Opportunity
invitation manager for proper handling - Advertising opportunity for Werkhof blocks
SOP** and return to the customer Did dealer
with answer within 24 hours No agree to
period.
consign?

No
End of process Yes
Data Needed
Plot the Schedule for Next Month
Present Discuss content of contract and summary of Agreement.
Can the Probe. Monthly
Contract for schedule of Start plotting the sales itinerary for next month. Make sure to
concern be signing
Once contract is signed, present a PO so dealer can input number of Sales
addressed
blocks to consign. sales calls plot it with the calendar of activities for next month to avoid
Itinerary
upfront? for the leads double appointment.

Sales manager will need to

Yes
take note of any concerns for Did the client
future reference. Create an agree on the terms?
Sales manager to
No **refer to Dealer x
FAQ book or concerns data.
address the Distribution Updated
After collection of concerns, concern contract** Monthly
management will make a accordingly.
decision tree on "how to
Sales
address concerns accordingly: Itinerary
guide for sales officer".
Yes

Provide the dealer

with the necessary
forms. **Refer to
dealer-purchase
standard operation
procedure**

Schedule delivery
date Take a photo of the area to display and Dealer must be made aware
that the area should be clean/swept before we deliver.

Endorse to
Dealers Acquisition -
Admin by Update dealer's info sheet
end of day New accounts
Start

Data Needed
Updated Check Monthly sales Monthly Sales Itinerary
Monthly Sales itinerary for the daily
Itinerary schedule Check your itinerary to know which leads you are going to visit
today.

FGD Invitation SOP

Data/Document Needed
Prepare the
Start documents Needed
Monthly Sales Itinerary
Dealer's Sheet Template
for the sales call
Dealers Survey & Checklist

Admin Officer
List of Dealer's who wanted to know more about the
calls Dealer to
Dealer's who product and their earning opportunity
confirm Data/Document Needed
were invited for attendance Monthly Sales Itinerary
FGD
Sales Drive
Dealer's Sheet Template

Update Dealer's
Can Is there a chance info sheet and add

attend?
No the dealer can attend Yes name to the list of
Ask for
attendees for next Ask for the responsible/right person to talk to.
next FGD? Respective owner
FGD
/ purchasing
manager
Yes
If Dealer cannot attend FGD, admin officer will ask for a
No scheduled meeting to conduct a product presentation at his
office. Update Dealer's info sheet for any feedback

List confirmed Ask for Update

attendees Will the dealer agree
Take note about Available No availability and
contact # for
Dealer's Info
Dealer's other Sheet
on another one on one Yes concerns that were Schedule visit follow up
presentation? not raised during
first meeting
If respective person is not available, ask for the availability and
Yes contact # for follow up. Update the Info sheet to whatever
feedback is provided.
No
Endorse to
Add name of Sales When speaking to the owner/manager, do a proper introduction to yourself and about the business you are
Quick Introduction representing.
attendees to the officer. & Invite for Refer to the introduction sheet for Guidance.
Ask for contact number Update the Dealer's sheet
registration. is there any Business
representative we and reach out to
Yes representative to opportunity forum
can speak to or Follow Up
schedule one on one or Rescheduled
invite to FGD FGD presentation
Sales Call dealers

Yes
No Ask details from Update
dealers through Dealer's Info
Inform Marketing survey
officer number of - Focus group discussion change questionnaire Sheet If Dealer cannot attend FGD, ask for a schedule
attendees to Were you able to to Business Opportunity Call and email meeting to conduct a product presentation at his
prepare freebies End reach out to Forum/Seminar dealer a day office. Update Dealer's info sheet for any update
representative? - Stage 1 (research/evaluation) > before as a
Stage 2 (recruitment) reminder

No Update
Schedule a next
Can Schedule Dealer's'
No visit for product provided? No
attend? presentation Sheet
Inform Dealer we were
not able to reach out Yes
representative
Yes Yes

Get contact Update

details from
No invitation
Calendar

Did dealer
respond and gave
another contact
number? Update
Dealer's Product
Sheet Presentation

Update Admin
Officer for
Attendees