Strategic Prospecting Plan for SMS Logistic Inc.

Project scope
Categories
Market research Competitive analysis Sales strategySkills
target market sales prospecting sales research scriptingSMS Logistic Inc. is looking to revamp its sales outreach process to connect with potential shippers and logistics managers. This project will focus on creating a structured, step-by-step prospecting plan to help the company identify and engage new clients effectively. Students will gain real-world experience in market research, sales strategy, and business development.
Identify Key Contacts
- Research and compile a list of potential customers (shippers, logistics managers, warehouse operators).
- Determine the best industries and local businesses to target.
Craft the Sales Message
- Develop clear, compelling messaging tailored to different customer segments.
- Write email templates, LinkedIn messages, and phone scripts for outreach.
Create a Client Acquisition Guide
- Develop a structured guide outlining where and how to find new clients.
- Include best practices for engaging potential customers and converting leads.
✅ Prospect List Development
- A well-researched database of potential clients with contact details.
✅ Sales Messaging & Outreach Plan
- A set of email templates, LinkedIn messages, and phone outreach scripts tailored to SMS Logistic Inc.'s audience.
✅ Strategic Prospecting Guide
- A step-by-step manual detailing where to find potential clients, how to approach them, and best practices for outreach.
✅ (Bonus) Sales Call Script
- A structured call script designed to guide conversations with potential customers.
Final Deliverables Should Include:
✅ Prospecting Report
- A detailed summary of the research, findings, and recommendations.
✅ Sales Outreach Toolkit
- Ready-to-use email and call scripts for the sales team.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
SMS Logistics Inc., founded in 2011, is a fully operational interstate freight carrier based in Caledon, Ontario.
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