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Weekly Check-Ins
Purpose A quick touch base to ensure open lines of communication - this is NOT a tactical meetin...
Meeting Cadence
Cadence of People Managing Check ins are preferred in person, but weekly check-ins can be virtua...
The Newsletter Process
Step 1. Draft Newsletters Written internally Reviewed for grammar, spelling, and readability ...
Contract Signing
Purpose Working with the client’s standard contracting processes and DORIS’s leadership, this is...
Scoping Review Meeting
Purpose The scoping review meeting is different from the fee review meeting. This meeting is to ...
Fee Review Meeting
30-minute meeting Client Attendee :: ONLY the client decision-makers Agenda Quick check...
Creating a Proposal Fee Document
Purpose Presenting the client with a proposed fee is the final step prior to contracting. This d...
Post - PSAM :: Creating a Scoping Document
Purpose DORIS creates a scoping document for the prospective client for two reasons: Synthesi...
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...
Conduct Interviews In-person
Purpose Getting interview data from participants who don't use virtual tools. Responsible Part...