DUTIES AND RESPONSIBILITIES OF SALES AND MARKETING

New Client

 Research and understand the new client's business needs and goals.

 Establish initial contact and introduce the company's products/services.

 Set clear expectations and agree on the scope of work or partnership.

 Provide customized solutions and proposals based on client requirements.

 Ensure proper onboarding and setup for the new client.

Meeting Follow-Up

 Send a thank-you email summarizing key discussion points.

 Confirm any action items or next steps agreed upon in the meeting.

 Address any questions or concerns raised during the meeting.

 Provide additional information or documentation requested.

 Set a deadline or schedule for the next meeting or follow-up.

Meeting Schedule

 Coordinate with all stakeholders to find an optimal meeting time.

 Send calendar invites with meeting details (date, time, location, agenda).

 Confirm attendance and ensure key participants are available.

 Prepare and share the agenda in advance for efficient meeting management.

 Send a reminder a day before the meeting to avoid any last-minute cancellations.