Goal from Company Meeting:
- Become a world-class marketing and sales operation focused on lead generation through measurement and accountability with referrals, outreach, and marketing promotion.
Process Goals
- Stay on top of deliverables, responding to requests within 2 hours.
Product Specific Goals
- PGM: Open 80 new opportunities and win 22.
- PGM: Meet or exceed revenue goal of $38,000.
- GiftWrap: Open 12 new opportunities and win 4.
- GiftWrap: Meet or exceed revenue goal of $33,000.
- Gift Administration: Open 80 new opportunities and win 20.
- Gift Administration: Meet or exceed revenue goal of $80,000
- Marketing Services: Open 160 new opportunities and win.
- Marketing Services: Meet or exceed revenue goal of $300,000.
- Bequest Manager: Open 40 new opportunities and win 4.
- Bequest Manager: Meet or exceed revenue goal of $6,500.
- Endowment Sub-Accounting: Open 50 new opportunities and win 20.
- Endowment Sub-Accounting: Meet or exceed revenue goal of $127,000.