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ROLES AND RESPONSIBILITIES - MARKETING REPRESENTATIVE

ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT

RESOURCE/

SUPPORTGenerate

Revenue

Meet or exceed

assigned salesquotas

Weekly/Monthly/

Annual

Achieve sales

territory goals

Increase sales

territoryrevenue

Revenue by SMR

Source of SalesReport

CommissionReport

SMSP Self-Study

Program

Sales Handbookand ReviewQuestions

ManagER

e-Learning Lessons

Sales andMarketing

Activity

Objective-to-objective daily

marketing contacts

On-going Build customerrelationships

and rapport

Educate thecustomer of the

reasonsSERVPRO isthe bestcleaning andrestorationcompany

Sales and WeeklyActivity Report

Daily ContactSummary Report

Weekly ContactSummary Report

SMSP Self-StudyProgram

Sales Handbookand ReviewQuestions

ManagER

e-Learning Lessons

CE Manual

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ROLES AND RESPONSIBILITIES - MARKETING REPRESENTATIVE

ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT

RESOURCE/

SUPPORTSet up ClosingAppointments

Weekly ProvideOwners/Marke

ting Managerswith one-on-one meetingswith thecontact

Owner/Marketing

Manager helpscontact to sendreferrals

ClosingAppointment

Contact Record

Sales and WeeklyActivity Report

SMSP Self-StudyProgram

Sales Handbookand ReviewQuestions

ManagER

e-Learning Lessons

CE Manual

Participate in

professionalassociations,provide Lunch-and-Learns, andpromote ContinuingEducation Courses.

On-going Market

mitigationbenefitsthrougheducationalprograms

Increase

referrals byestablishingprofessionalcredibility

Sales and Weekly

Activity Report

Sales Handbook

Newslines

Your Local Training

Press Releases

Sub regionAdvertising Events

Lunch-and Learn

PPTs

CE Manual

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ROLES AND RESPONSIBILITIES - MARKETING REPRESENTATIVE

ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT

RESOURCE/

SUPPORTMaintain assignedcontact lists

(additions/deletions)

Daily Ensureaccuracy of

contact list

MaximizeCenter of

Influencemarketingopportunities

Contact list report

Addition/DeletionReport withsecurity levels

ManagER

e-Learning Lessons

ManagER onlinevideos

ManagER WBT

CustomerService

Assist Center ofInfluence with issueresolution

On-going Createcustomersatisfaction

Satisfy Centerof Influenceconcerns

Certificates ofSatisfaction

Production TrainingSystem Manual

TrainERe-Learning Lessons

ProfessionalDevelopment

Develop sales skills On-going Improveprofessionalsales ability

Increased salesrevenue andclosingappointments

Revenue by SMR

Business Resume

HR DevelopmentReport

SMSP Self-StudyProgram

Sales Handbookand ReviewQuestions

ManagER

e-Learning Lessons

Your Local SalesTraining

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ROLES AND RESPONSIBILITIES - MARKETING REPRESENTATIVE

ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT

RESOURCE/

SUPPORTUnderstandproduction and

estimating

On-going Developmentof product

knowledge andcredibility withCenters ofInfluence

Ability toeffectively

educateCenters ofInfluence ofSERVPRObenefits

TrainingChecklists

Certifications

Estimating Manual

Production Manual

Office Manual

TrainERe-Learning Lessons

Your Local Training

CE ManualUnderstand

SERVPROEnterpriseresources andindustry knowledge

On-going To understand

the competitiveadvantages ofusingSERVPRO

Anticipate

customerneeds andmarketchanges

Business Resume SMSP Self-Study

Program

Sales Handbookand ReviewQuestions

ManagER

e-Learning Lessons

Production Manuals

Your Local SalesTraining