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All About Solutions 2.0
Consulting and Coaching Services
CRM Systems and Processes
Tina Torregrossa Groves
Founder and President
2019
Identify ServiceIdentify Service
Definition of
Client’s product(s)
and/or service(s)
Educate on ServicesEducate on Services
Training and educating on services
and products through videos,
datasheets, other materials
Identify Target CustomersIdentify Target Customers
Determine who ideal customers are for
service and/or product, i.e., SMBs, # of
employees, type of business
Target IndustriesTarget Industries
Identify the
best industries
for service
and/or product
# of Prospects# of Prospects
AAS2.0 will provide a
preliminary accounting
of potential leads
Create MessagingCreate Messaging
Introduction message created to
generate lead
~ 50 prospects/day 3 days per
week
Follow-up MessageFollow-up Message
Thank you for connecting message
Sent one week after connection
made
22ndnd
Follow-up MessageFollow-up Message
Introduce service/product
1 week later using Client’s
material
Opportunity PassedOpportunity Passed
Follow-up electronic mail is
sent to sales representative
with customer contact info
Opportunity PassedOpportunity Passed
Opportunity is entered
into Client’s internal
lead database
ReportingReporting
Leads and Opportunities
are logged into an excel
spreadsheet
ReportingReporting
Excel report is
sent to Client
monthly
Status CallStatus Call
Monthly call scheduled to
discuss status of
opportunities and process
Lead Follow-upLead Follow-up
Leads will be revisited after 2nd
follow-up
message in one month with additional
information about service/product
RevisionsRevisions
AAS2.0 will revise the process as
needed to ensure Client satisfaction
with opportunities
Opportunity StatusOpportunity Status
Opportunities will be
tracked to Closure through
Client’s lead system
CustomerCustomer
expressesexpresses
interestinterest
Turn leadTurn lead
intointo
opportunityopportunity
Consulting Services – Developing and Implementing CRM Systems
Coaching Services Include:
 Cash Flow Strategies
 Customer Service
 Leadership and Delegation
 Business Plan creation
 Marketing Plan creation
 Advertising Plan creation
 Sales Plan creation
 Systemizing and Streamlining Processes
 Dealing with obstacles that are keeping
you from your goals

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AllAboutSolutions2.0 Services

  • 1. All About Solutions 2.0 Consulting and Coaching Services CRM Systems and Processes Tina Torregrossa Groves Founder and President 2019
  • 2. Identify ServiceIdentify Service Definition of Client’s product(s) and/or service(s) Educate on ServicesEducate on Services Training and educating on services and products through videos, datasheets, other materials Identify Target CustomersIdentify Target Customers Determine who ideal customers are for service and/or product, i.e., SMBs, # of employees, type of business Target IndustriesTarget Industries Identify the best industries for service and/or product # of Prospects# of Prospects AAS2.0 will provide a preliminary accounting of potential leads Create MessagingCreate Messaging Introduction message created to generate lead ~ 50 prospects/day 3 days per week Follow-up MessageFollow-up Message Thank you for connecting message Sent one week after connection made 22ndnd Follow-up MessageFollow-up Message Introduce service/product 1 week later using Client’s material Opportunity PassedOpportunity Passed Follow-up electronic mail is sent to sales representative with customer contact info Opportunity PassedOpportunity Passed Opportunity is entered into Client’s internal lead database ReportingReporting Leads and Opportunities are logged into an excel spreadsheet ReportingReporting Excel report is sent to Client monthly Status CallStatus Call Monthly call scheduled to discuss status of opportunities and process Lead Follow-upLead Follow-up Leads will be revisited after 2nd follow-up message in one month with additional information about service/product RevisionsRevisions AAS2.0 will revise the process as needed to ensure Client satisfaction with opportunities Opportunity StatusOpportunity Status Opportunities will be tracked to Closure through Client’s lead system CustomerCustomer expressesexpresses interestinterest Turn leadTurn lead intointo opportunityopportunity Consulting Services – Developing and Implementing CRM Systems
  • 3. Coaching Services Include:  Cash Flow Strategies  Customer Service  Leadership and Delegation  Business Plan creation  Marketing Plan creation  Advertising Plan creation  Sales Plan creation  Systemizing and Streamlining Processes  Dealing with obstacles that are keeping you from your goals