Oak & Associates will
work with you to customize a program that fits your needs.
For your reference, we have created five option packages
that will meet the needs of many agencies. The cost of each
of these packages will vary based on the number of
producers in the agency. Contact us for a customized
proposal.
One and a half day
on-site consulting session to develop a Sales &
Marketing Plan
- Report of recommendations and action
items that are generated from planning session
Oak & Associates to hold one on-site sales
meeting to demonstrate the recommended format
Consulting Session with Sales Manager - This could
includes:
- Review and discussion of key issues
- Design of sales monitoring system
- Follow up on sales meetings and action items
- Discussion of producer development and training
issues
Individual Producer Planning Session - This
includes:
- Review of planning pre-work
- Interview each producer and set goals with them
- Establishment of producers' network groups and centers of
influence
- Creation of follow-up to the plan
- Agreement on monitoring system for the Sales Manager
Producer Coaching - Regular follow up includes:
- Review and discussion of key issues
- Monitoring of performance
- Coaching on sales techniques
- Joint meeting and training session with other producers
(from other agencies)
Access to Oak & Associates' Sales Management
tools and templates
One and a half day
on-site consulting session to develop a Sales &
Marketing Plan
- Report of recommendations and action
items that are generated from planning session
Individual Producer Planning Session - This
includes:
- Review of planning pre-work
- Interview each producer and set goals with them
- Establishment of producers' network groups and centers of
influence
- Creation of follow-up to the plan
- Agreement on monitoring system for the Sales Manager
Access to Oak & Associates' Sales Management
tools and templates
Individual Producer
Planning Session - This includes:
- Review of planning pre-work
- Interview each producer and set goals with them
- Establishment of producers' network groups and centers of
influence
- Creation of follow-up to the plan
- Agreement on monitoring system for the Sales Manager
Access to Oak & Associates' Sales Management
tools and templates
Individual Producer
Planning Session - This includes:
- Review of planning pre-work
- Interview each producer and set goals with them
- Establishment of producers' network groups and centers of
influence
- Creation of follow-up to the plan
- Agreement on monitoring system for the Sales Manager
Producer Coaching - Regular follow up includes:
- Review and discussion of key issues
- Monitoring of performance
- Coaching on sales techniques
- Joint meeting and training session with other producers
(from other agencies)
Oak & Associates can act as
your Sales Manager and will do meetings for just your
producers, phone coaching and monitoring, as well as
webinars on associated topics.
Other Servicess that can be added:
- Assistance on hiring producers and screening
tools.
- Webinars with producers
- Sales Meeting Design and Implementation
Let Oak & Associates help
with your sales management! Contact us for details.
Contact us by calling (707) 935-6565 or just
click here
to get started now!