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PRIMARY GOALS
To design, staff and implement the sales office in order to
create a smooth transition during ownership change, provide direction
for all sales and marketing activities as they pertain to maximizing
total revenues and deliver a comprehensive six month Marketing Plan.
I. Proper staffing guidelines will be recommended and interviewing
will commence immediately in order to fill the vacant sales and
sales support staff openings. Additionally, a comprehensive accelerated
sales training program will be conducted for each of the new hires.
II. All existing group business and group decision makers
will be contacted and informed of the ownership changes. Further,
they will be assured that the new ownership will continue to service
their accounts in the manner in which they are accustomed.
III. The existing sales support and administrative system
will be reviewed. Items that are in place and efficient will be
included in the revised system. Items that are missing or deficient
will be implemented. Further, the review will identify non-selling
activities, eliminate them and replace them with selling activities.
The review will include an analysis of the following:
sales file system
trace system
front sheets
call report sheets
outside call reports
reader files
master account rolodex
group sales diary |
group solicitation flat lists
written booking guidelines
lost & turned down business files
job descriptions
monthly booking report forms
catering booking guidelines
current training activities
current deployment |
As a result of the review, a comprehensive sales support and administrative
system will be implemented to include written policies and procedures.
IV. A six month Marketing Plan will be developed to include
a minimum of the following:
salesperson deployment
identification of potential new accounts
identification of new market segment targets
sales budget
competitive analysis
proper staffing guidelines
individual and office quotas
community relations involvement
trade show and travel schedules
promotional collateral
monthly action plans
group and transient booking cycles
introduction of rate management/inventory control guidelines
introduction of a month-end group sales production report
V. All existing collateral, office forms, contract forms
and advertising will be reviewed and converted to reflect the change
in ownership. A short-term media schedule will also be designed
for industry-related directories and publications.
VI. Announcements regarding the change in ownership will
be designed and distributed to meeting planners and travel planners
wherever it is determined to be appropriate.
Steinhart & Associates
Tel (650) 854-4568 Fax (650) 854-7629 Email:
SteinAssoc@aol.com
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