Business Case

GPX Team Leader

Welcome!
A quick note before we start - there are no right or wrong answers here. We know that this is probably the
first time you are looking at some information we manage, so we’re not looking for perfect knowledge.
We’re interested in your experience, and your ability to understand complex ideas and articulate them in a
simple, digestible manner.

First things first! Make a copy of this presentation, so you can design your own!

Sections in this Business Case

Reports: Practice your overall understanding of reports and strategic decision making.
My role as a TL: On this section feel free to share your team leader leadership style and explain what
positive attributes would you bring to the table.
My Plan as a TL: Let’s pretend is your official first day as a TL. How would you start? Explain step by step
your plan to start your exciting month.
Motivation & Feedback: This is the last exercise. You will have to establish a plan for each team member
described on the section.

Whenever you see this arrow it means some rules can be broken! We value your creativity!

If you have any questions, feel confused or just want love advice, you can always get in touch with me!
natalia.nieto@growproexperience.com

Are you ready? Good luck!

Graphic Resources for your Presentation!
Feel free to use!
Reports: SQLs & Conversion Rates
See Quick Explanation -> Click

References:
Data: New Zealand table.
SQL (Sales Qualified Lead) when a deal is Qualified by Marketing.
OW: Opps won
OW MK: Opps won from a marketing source.
CR: Conversion Rate OW/SQL*100.
 You can add
Mock Plan new slides to
make it
Based on the previous report, please answer:
longer!
1. Which nationality you think is considered potential for your squad and why?
R: I
think that for my knowledge of the territory and business experience i choose Mexico with to much
potential and diversity opportunities with the squad and work with specific states and cities like, San
Pedro Garza Garcia, “Monterrey” (better quality of life in LATAM), Queretaro (Stable economy and
growing), Yucatan (Silicon Valley of Mexico), CDMX (Big Market), Guadalajara (Big Industry).

2. Is it worth to try investing in a new nationality? Which one? Why?

R: South korea its adaptable society, young, with stable economy and global vision, this country have
many opportunities and resources for educational tourism with high standards of quality, the Korean
culture are more flexible than other countries in Asia and equally interesting.
 Write your Strategic planning!
Strategic alliances - win to win deals with successful local partners

1. Private colleges
Check client prospects / e-mails / Status in social media / #Hashtags /
2. Language schools
3. Media Marketing cold calls. (First 2 hours at day)
4. Tourism Agencies
5. Big companies Homework and planing
6. Banks.

Things to do: Set daily biweekly and monthly goals, Define strategic objectives, Promote marketing with the storytelling
strategy in media.

Daily feed back: 30 minute last hour.

Specific Attention in topics like:
1.-Why the consumer buy.
2.- Who's our competencies.
3.- what is our value added.
4.- Where they buy.
5.-How they pay.

Weekly Feedback: Communication with the members of a squad it's much important in work, to know the perspective of the
team recognize his individual skills and how develop it in good results for all. (2 hours a week)

Survey client & Service client: To know the profile of the consumer make us more effective.
 You can
My role as a Team Leader redesign this
graphic or
These are the 5 essential duties & tasks of a team leader. Please briefly explain each one of the tasks even create
below. Tell us why are these tasks important, and how would you approach each one them. You are free new slides.
to add the tasks or duties you consider necessary to help your team succeed when it comes to goals
achievement.

Planning, organization, direction, and

The motivation is the motor of every team, if control.
you recognize the value of your own job, the
value of your partners and remember why are Processes Every member of the team needs to Team
Motivate you working, we can talk about personal & know what's his role and his Dynamics
1 goals and help the members with effective Strategies responsibility in every part of the 5
communication in the feedback sessions. process, how to aboard it and be shure
4
that have the information and correctly
tools for the job.

Fluently information, clear

instructions, daily goals,
KPIs show us where we are located and always connected like team,
where we want to go, this is the trying to find the harmony
Solutions first: Daily reports at first hour at the Team information that the team need for make and respect.
day helps us to planning solutions, define
Reporting opportunities and choose the dynamic of the
KPIs an strategy, i divide in two parts,
2 company goals and personal team For a good organization we
activities to do, it's very important learn and 3 goals, check the individual performance need to know the abilities
take experiences about this records. and team productivity, and weakness of our self
and try to complement like a
team.
 You can redesign this graphic or
My Plan as a Team Leader even create new slides.

Let’s pretend you have to set a 5-step-plan to start your new position. Name each step,
and explain your goals for each one. See example in step 1.

Step 2 Step 5
Step 1 Present
Step 3
Explain Step 4 Learn about the
Meet the team myself Constru
Strategi work system and
Goal: and
es and ct the listen the
person
Expectations work work
perspective of the
al day.
and goals. goals.
plan. team.

Explanation
Step 1: I would set a meeting with each member of my team so they can tell me their expectations, personal goals, and
exchange plans together.

Step 2: Presentation & Personal goals. This activity its for create a connection with the team members, personal expectations
and objectives like partner and share professional experiences.

Step 3: Strategies & Work plan. Present options and concepts about how we are going to work, explain the work plan and
schedules, roles, with the objective to construct strategies and develop a system.

Step 4: Construct the work day. Work with a board divide in hours and daily jobs to be done, this board are going to have
some spaces where the team are going to put information focused in the successful of the daily goals.

Step 5: Learn about the work system and listen the perspective of the team. Learn the platform, system, products, offers, rules
and experiences of the other workers.
Motivation & Feedbacks
Imagine you have these members in your team and you have to think of a plan to improve their
performance. What would be the plan for each team member and why.
Write each plan in the next slide.
Sarah
Motivation
Rick 30%
Motivation Target 40%
Sophie Pipeline 95%
45% Motivation
Target 100% 95%
Pipeline 50% Target 95%
Pipeline 95%

References
Motivation:
engagement with the
company.
Target: Sales reached.
Pipeline management:
control over their
pipelines.
Motivation & Feedbacks
Rick:
Listening about why he is unmotivated, and try
to change his mind set with technics focused
in added value to the person first and second
in his role in the team.
Give it him some special “works” like construct
the music playlist of the week for the team.
The music have the power to control our
feelings like motivation and concentration and
it can give good results.
Sophie:
Learn and share his perspective of life, and
work, why she is motivated and what she doing
when feel sad or in problems.
Recognize his work and if she is consistent
delegate some intern projects focused in control
and solutions of the daily incidences.
Work with his natural abilities and put a
standard.
Sarah:
Talk with her and try to find what's detonated his
problems in motivation and target, check if we can solve
this together with the team.
Recognize the value of his work and good results in
pipeline numbers.
Give it her some special “project” like recommend us his
favorite recipe food and know why is special for her,
what's the emotional connection and personal value for
her.
Create connections open many possibilities in the
control of the emotions and good memories, like when
we remember the chicken soup of mom.
Thank you!

“GRACIAS”

FROM MEXICO