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Company Name

Account Set-up Process. Company Name. Date and Location (optional). MMC Team. General Manager. Focused Account Executive. (Client Name) Sales Team. Core Team. Support. Insert CMO Contact. Strategy. Insert IT Contact. Insert MOD Manager. Insert FDL Contact. Programs.

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Company Name

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  1. Account Set-up Process Company Name Date and Location (optional)

  2. MMC Team General Manager Focused Account Executive (Client Name) Sales Team Core Team Support Insert CMO Contact Strategy Insert IT Contact Insert MOD Manager Insert FDL Contact Programs Insert Sales Manager Tactics

  3. Set-up Meeting • “Information exchange”….process will allow for MMC to: • Gain an understanding of (Insert Client Name) products, markets, structure and competitive position • Develop a mutual understanding of the goals and objectives of the sales initiative • Capture the specific content knowledge required to develop the project “detailed design document” and successfully implement and manage the program • Process averages 30-60 days from start to launch

  4. Set-up Process Set-up Meeting Statement of Work Completed Approval Complete Set-up Work Plan Refresh & Update Data Develop Campaigns Recruiting & Training Technology Set-up SOP Completed Kick-off

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