Skillup Project: Weekly Plan Review /Meeting

Progress Made:

1. What: Regular Weekly discussion with team /PC on Plan vs Actual for Productivity (Hourly
Coupon),Learning Plan (through Self learning, HO team help) is been done. 100% alignment with
team.
2. How: During the discussion appreciated the growth (like improved no of reference ,timely
completion of PD, hourly coupon). Discussion happen based on Weekly sheet Quantitative data,
Daily report & monthly plan.
3. Challenges & PoA: Discussion on identified Gap & reason(Challenges) & plan of action to avoid it
in future (Like Proper scheduling with customer for PD,being ready with alternative task in case
of cancellation of planned task like online demo,Joint visit with partner etc).
4. Modification in plan as per PoA & priority of tasks for the week, consolidate & update in daily
report
5. Scope of improvement: Skillup plan need to be more in line with monthly top 3 KPI of team &
cross check of progress in between the week to modify the plan.

Benefit: Able to prioritize the tasks ,Joint work & clarity of goal & progress. Also helped in working with
focus as tasks are divided on weekly /day basis, PC confidence has improved as apart from PDs/Demo he
achived positive result (min 3 ref in month) & new skill up developed.

To be done: Consistency in reducing gaps against planned work for better productivity, increased in
person meeting along with partner by Mid March

Skillup Project: Next Day Plan

Progress Made:

1. Including What,where,when,why,whom & How in each activity for self & team. 90% alignment
2. Prioritizing the task based on appointments, joint work, route plan.
3. Challenge: When there is no back up plan or more planned visit cancelled/Rescheduled ,had to
plan considering route plan, able to achive 80% of time. Team’s daily report need to be
consistent,having discussion in person & feedback on daily report.

Benefit: It definitely gives a sense of winning everyday. Help in concentrating on one task at a time
as day got divided in session & planned considering all required parameters of travel, expectation.
Also helped in having productive time with partner as you know the expectation & time to spent
with them, which drives them also aggressive & create good impression.
Skillup Project: Cold Calling
Progress Made:

1. Able to generate 2 prospect in 10 calls but need to be increased to 3 & consistently, will
complete it by end of next week
2. Cold call pitch modified & practiced as per feedback & Team discussion, able to engage on avg 3
calls out of 10 ,for more than 10 min
3. No of app increased from 2 app to 5 app in 10 calls.
4. Avg app download is increased to avg 2/customer

Skillup Project : Plan Vs Performance

Following are KPIs for month:

1. 4 L of collection from Stand alone + Partner business by March end, by aligning 70% of activates
to achieve same. Why: Crucial to make territory profitable
2. Appoint one more sales Partner in territory (Bhopal/Raipur) by March end, 10% of activities to
achieve same. Why: To increase market penetration & overall collection value
3. 1 HQ Order(3L) by Month end, by aligning 10% activities. Why: To get high value orders for
increasing overall collection & increasing HQ customer base & building up self/team confidence
4. To increase Partner business by 20% of given target. Why: to increase the transfer price from
next month & contribution in over all collection for territory.
5. Consistent learning plan for self & team on once in weekly . Why : to increase the efficiency of
engagement & conversion form Prospect to closure (Business point of view) to 40-50%
conversion from Hot/warm cases & for team member’s confidence boost up & work satisfaction
6. More joint calls with team/partner from weekly once to weekly twice Why: for improved team
collaboration & joint work
7. Increasing customer reference 4 in month on consistent basis Why: To increase & analyse
satisfied clients count & opportunity for PCs / get incentive, also its crucial as its sales cycle is
combatively short
8. Consistent avg 2 prospect /day by whole team & partner Why: To maintain the funnel size &
create backup cases
9. Appointing/Converting active referral partner (5) by march end / and to start the recruitment
for vacant position in territory Why: to increase the reachablity & branding of company &
product in different region, forwarding more reference points to Marketing team
10. Efficient & on time PD delivery 70%. Why: To increase the PC productivity, reducing
complimentary coupon & satisfied customer & reducing Support escalation