Wellington Group of Companies - Marketing HUB
Wellington Group of Companies - Marketing HUB
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    • Brand Info
      • General Guidlines
      • Logos
      • Colours
      • Social Media
    • Sales Corner
      • Our Strategy
      • Knowledge Centre
      • Shareable Presentations
      • Printable Flyers & More
      • Letterheads
      • QR Codes
      • Request Business Cards
    • Merch
      • Currently Available
      • Order Inspiration
      • 5 Year Catalog
    • Get Approval
    • Start a Project
    • FAQ
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  • Home
  • Brand Info
    • General Guidlines
    • Logos
    • Colours
    • Social Media
  • Sales Corner
    • Our Strategy
    • Knowledge Centre
    • Shareable Presentations
    • Printable Flyers & More
    • Letterheads
    • QR Codes
    • Request Business Cards
  • Merch
    • Currently Available
    • Order Inspiration
    • 5 Year Catalog
  • Get Approval
  • Start a Project
  • FAQ

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PHase 1 : Prospect and Contact

BDR's working to fill pipeline while also making initial contact with leads.

Activities may include:

  • Market research/analysis (Zoom Info)
  • Cold/warm emails, calls, door knocking
  • Attending networking events

Phase Objective

  • Makes educated assumptions about prospect challenges
  • Remove/Reduce skepticism about WGOC and add credibility
  • Introduce brand and culture
  • Makes full scope of service capability obvious 
  • Encourage prospect to generate questions

Materials to use in PHASE 1

WGOC INTRODUCTION

Learn More

ONE PAGERS (Service Specific)

See Library

WEB LINKS

WEB LINKS

WGOC Website

PHase 2 : Captivate and Solve

BDR’s/ Agents will now narrow their scope onto the prospect's challenges and related pain points. Using the cycle below, reps can follow a sustainable formula that will allow them to prescribe a solution. Any combination of in person meetings, calls and emails will support the advancement to stage 3. If at any time a prospect falls out of this cycle, BDRs should employ a 'keep warm' strategy to stay in touch with the prospect and re-engage along a specific timeline. 

Strategies to use in PHASE 2

Booking Discovery Calls

Explore and understand the prospects business.

PPTs and FLIPBOOKS

See Library

ONE PAGE PDFS

ONE PAGE PDFS

See Library

PHase 3 : CLOSE

A final proposal is drafted for the prospect with the support of Sales and Operations leadership, potentially including a custom presentation, rates, contracts, supporting documentation and more, examined in an in person meeting or otherwise. Further support from marketing can be requested here. 

In This Phase:

  • A full understanding of needs has developed through conversation, and the BDR/Agent is ready to discuss final proposal
  • Complicated services may require more time in the closing phase (i.e. Healthcare / Dedicated / Multi Service), some customers may quickly move to onboard (ex. basic rate requests)

Strategies to use in PHASE 3

In Person Meetings

Marketing may provide in person materials, merch handouts or assist in person with a presentation where required/requested.

Previously relevant materials

See Library

Custom Branded Presentations

Custom Branded Presentations

Request a Presentation

PHase 3 and 4 COMING SOON


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