Project Title: Sales from zero to hero: help us craft a winning sales strategy and witness several sales close

The Finance Consulting Group

Details
Project Title Sales from zero to hero: help us craft a winning sales strategy and witness several sales close
Project Topics
Skills & Expertise Communications Data Entry Market Research
Project Synopsis: Challenge/Opportunity
We need to develop a winning B2B sales strategy and would love your help in securing those future customers. Your contributions will be quantifiable, impactful, and greatly appreciated. 
Project Synopsis: Activities/Actions Required
We have an ideal customer list we'd like you to help us research and understand. Together, we can craft the sales journey, scale the process, and witness the closing of several sales.
  • Develop a winning sales strategy for our B2B business and help us execute it.
  • Research our future customers' pain points. 
  • Research what our competitors are doing to grow. 
  • Create a sales journey for our ideal customer. 
  • Build a strategic sales funnel for scalability and repeatability. 
  • Celebrate the success of your efforts as we close deals. 
Project Synopsis: Expected Results
Helped craft a sales strategy with our Chief of Growth 
Researched our future customers' pain points.
Researched our competitors and industry best practices. 
Created sales journeys and processes to close sales. 
Built a sales funnel for scalability. 
Witnessed several sales close.

Project Timeline

The Finance Consulting Group - Sales from zero to hero: help us craft a winning sales strategy and witness several sales close
Due Date
Activities
Deliverables
Status
Action
Fri, 08/16/24
12:00 AM UTC
Program Kickoff
No Deliverables
No deliverables are required for this action item.
Location: In Person
Asynchronous
Fri, 08/16/24
12:00 AM UTC
Student Pre-Kick-off Self-Assessment Form
Required Evaluation
Evaluation submission is required.
Mon, 08/19/24
11:55 PM US/Mountain (UTC-06:00)
Team Roles and Meeting Times
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Please submit a document or picture with Each members team role, phone number and email.
 Please include in this document at least two scheduled team meeting times each week and one scheduled meeting time with the company sponsor
Document or picture with required information. 
Mon, 08/26/24
11:55 PM US/Mountain (UTC-06:00)
Engagement Letter Draft
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Complete a draft of the Engagement letter based upon the discussion with the company sponsor at the Kickoff meeting. Use the attached Engagement Letter template to create your letter. Do not change any of the red legal words in the template. When you have made all of your updates and individual additions to the template change the red wording to black and remove the big red box in the top left corner of the letter.
 
Upload the the Engagement Letter draft submitted to the company sponsor. 
Wed, 08/28/24
12:00 AM UTC
TEST123
Required Deliverable
Xx1
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Xx1
Deliverable Instructions:
Xx1
Wed, 08/28/24
11:55 PM US/Mountain (UTC-06:00)
Submitted Fully Signed Engagement Letter
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
After further negotiations, following the initial draft, make modifications to the engagement letter so that the team and the company sponsor are happy with the final document. If the company sponsor wants to change any of the legal wording (the sections that were in red) you will need permission from the class professor to change any of that wording. When agreement has been reached each team member should sign the document and submit it to the company sponsor and have them sign it also. 
 
Upload the fully signed Engagement Letter (signed by all of the students and the Company Sponsor). 
Fri, 09/06/24
11:55 PM US/Mountain (UTC-06:00)
Complete a full Project Plan
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Complete a Microsoft Project Plan using the Project-Based Internship Project Plan - Template (see the attached link). Make assignments to team members for the project process activities, and develop Deliverables and tasks with assignments also made to teammates.
Upload the finished project plan or a link to your team's project plan. 
Wed, 09/18/24
12:00 AM UTC
Industry Mentor Temperature Check
Required Evaluation
Evaluation submission is required.
Tue, 10/15/24
12:00 AM UTC
Test PM For all
No Deliverables
No deliverables are required for this action item.
Fri, 11/01/24
11:55 PM US/Mountain (UTC-06:00)
Midterm Project Report
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Prepare a report to be used during the Midterm report meeting. This report should include a summary of what has been completed, what is left to be completed, and re-negotiations of deliverables, and any other outcomes from the meeting.
Upload the Project Midterm Report. 
Wed, 11/13/24
12:00 AM UTC
Industry Mentor Temperature Check
Required Evaluation
Evaluation submission is required.
Thu, 11/21/24
11:55 PM US/Mountain (UTC-06:00)
Invitations sent to all invitees to the Final Report meeting
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Prior to the Final Presentation meeting invite all relevant individuals to the meeting. This will include the company sponsor and anyone they wish to have in the meeting. This should also include the Ensign College professor, teaching assistant and any other mentors associated with the project.
Upload a confirmation that all of the participants have been notifies, and the date, time, location or link to the Zoom or other meeting tool of the Final Report Meeting. 
Wed, 11/27/24
11:55 PM US/Mountain (UTC-06:00)
Create a Final Written Report
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Complete a final written report following the instructions found in Canvas. Be sure the report includes an executive summary, a complete review of all deliverables, finding and data created during the project. Where possible describe activities that created value for the company and try and quantify the value created. Where appropriate include users guides, templates, and an appendix with data sources, surveys, research and other information generated during the projects.]
Upload a completed Final Project Report. 
Wed, 12/04/24
12:00 AM UTC
Create a Final Presentation Document
Required Deliverable
Complete a final presentation using the top down, commercial styles report using the pyramid principles and following the outline of the executive summary from the final report.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Complete a final presentation using the top down, commercial styles report using the pyramid principles and following the outline of the executive summary from the final report.
Deliverable Instructions:
Upload the Final Presentation
Fri, 12/06/24
12:00 AM UTC
Industry Mentor Post-Engagement Team Assessment Form
Required Evaluation
Evaluation submission is required.
Fri, 12/06/24
12:00 AM UTC
Student Post-Engagement Self-Assessment Form
Required Evaluation
Evaluation submission is required.
Fri, 12/06/24
11:55 PM US/Mountain (UTC-06:00)
Complete a Project Presentation and hold a Final Presentation Meeting with Sponsor
Optional Deliverable
Deliverables are suggested but not required.
Deliverable Instructions:
Hold a final presentation and upload the presentation. 

Program Managers

Name Organization
Roger McCarty Brigham Young University (BYU)

Teams

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No Teams Available