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PTL 5.3 Pre-Qualify Project


Goal:

To seperate the better, more profitable projects, and ones we are more likely to get, from projects of lesser benefit to the company.

Outline:

5.0 Qualify Project Contacts
          5.1 Assign Project Champions
          5.2 Assign Primary Agents
          5.3 Pre-Qualify Project

Details:

Intent:
    Not sure if company time is viable to spend on a certain project? This Task will provide you with the tools you need in order to determine if the project qualifies. It will allow you to communicate with the customer clearly and consistently thus building trust with your client and closing the job

Benefit:
    The benefit of managing this allows us to tailor campaigns to the prospects specific needs. It would increase our statistical advantage in our attacking and profiling certain types of customers. The more information we have from a prospect standpoint the narrower our campaign might be.

Definition
    Prospects are potential customers that can be divided into groups under a target market that is assigned to a specific campaign. Prospect lists can be divided into many categories; for example, they can be divided by geographical region, alphabetically, or broken up as every third name as a sampling or test case of prospects. Once you’ve established a category, certain actions are assigned to it.