Recently Updated Pages
Post - PSAM :: Creating a Scoping Document
Purpose DORIS creates a scoping document for the prospective client for two reasons: Synthesi...
Conducting a PSAM
Purpose Convene the entire decision-making leadership group to understand all aspects of their p...
Pre-Meeting
Preparation includes Start Notes document in Google Drive If notes document already exists ...
First, Find New People
Purpose As a salesperson at DORIS, it's crucial to understand that inbound leads will not come a...
PSAM General Information
Strategy As a DORIS sales person it is your job to determine if a prospect is a good fit for a P...
Post-Meeting
1. Be sure to fill in all notes on your pre-loaded notes page for that contact. Enter your ...
DORIS Contact Types
It is important to classify the types of people you are meeting and prioritize where to spend you...
Specific Behaviors for Each Contact Type
End Users Objective: Understand their needs and position DORIS as a solution Focus primaril...
During the Meeting (General Agenda)
Historical Review, recap for everyone in the meeting how we all got here today. Share wh...
The DORIS Comprehension Pyramid
A DORIS salesperson is expected to be in multiple meetings each week. Leverage the following fram...
Reach Out to People!
Each day/week, a DORIS salesperson is responsible for a specific number of outreach attempts to c...
DORIS Expense Submission Policy
Purpose This policy outlines the process for submitting expenses incurred on a DORIS credit card...
PTO Scheduling
Paid Time Off :: DORIS Guidelines for Scheduling PTO What: This document will detail the...
DORIS Company Norms
DORIS Values +1 Lead with Listening (Empathy + Communication) Hungry yet Fed (Accou...
Conduct Interviews In-person
Purpose Getting interview data from participants who don't use virtual tools. Responsible Part...
Create and edit project charter
Purpose The project charter delineates the project's scope, stakeholders, roles, and detailed in...
Usability Analysis
Purpose Provide client info about how frequently spaces are used, and how they are used. Respo...
MAXQDA Analysis (Qual)
Purpose Identify themes and patterns in experience through organizing, coding, sorting, and filt...
Conduct individual synthesis
Purpose To identify patterns from data analysis, create thematic insights, and synthesize findin...
Print and pack materials for the meeting
Purpose Prepare for the meeting. Responsible Party Office Manager, Data Analyst Interdepende...