Strategic Prospecting for Core Clients

Closed
Gilbert & Pardue Transaction Advisors
Houston, Texas, United States
Advisor
(1)
2
Project
Academic experience
80 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Market research Product or service launch Sales strategy Marketing strategy
Skills
sales & marketing business strategy marketing strategy data analysis research
Details

We need assistance developing and testing an effective client outreach process. We would like to find an effective way to meet new prospects (especially those located in rural and smaller communities) and reach out with compelling messages to entice them to discuss their exit strategy. We would like your students to create, develop and test strategies for prospecting in our target market. 

This project may include, but is not limited to:

  • Identifying potential business owners who align with our current customer base.
  • Compiling relevant target specific information. 
  • Building and testing a customizable outreach script.

The final project deliverable is a report including research, analysis, recommendations and test subject responses. It should assist our sales team in successfully prospecting within our target market with actionable recommendations that will increase reach-out-to-meeting conversions.

This project is led by a highly accomplished Industry Partner willing to travel to visit with students personally to maximize benefit to all involved.

Deliverables
No deliverables exist for this project.

About the company

Company
Houston, Texas, United States
2 - 10 employees
Unknown industries

Gilbert & Pardue Transaction Advisors (GaP) is a Houston-based business advisory firm serving lower middle market and small business owners from coast to coast through representation for Mergers & Acquisitions (M&A) and through business value-growth services such as Fractional CFO, Advisory Board, Executive Coaching, and Consulting.