@Danilo Vicioso For your review

Head of CRM

Roadmap

It's your first day on the job, and you have Carte Blanche on building our Sales Tools Stack. We know this sales process is quite intricate and requires a significant amount of trust. This trust can be accomplished with human interaction as well as serving well crafted messages through the funnel. You own the messaging throughout the funnel.

  1. What is your plan for content production?
    1. How would you segment our email lists?
  2. Develop 4 personas and respective drips that would be hyper-targeted
    1. cadence
    2. content
    3. call to action
    4. metrics
  3. Metrics you'd use for your organization
    1. Internal KPIs
      1. think of these as how do i get the most yield from my team
    2. Business Owner KPI's
      1. think of these as behavior we’re seeing from within our cohorts
  4. Technology stack outline
  5. Sample RFP for 1-2 key pieces of software in that stack