Company sales or client servicing standards and procedures (manual) development and implementation


Results to be achieved:

  • Created unified, accepted by everyone sales (and/or client servicing) manual which includes all procedures and principals related to the topic.

Optional work content:

  • Manuals form and detailed stage acceptance.
  • Interviews with all parties involved.
  • Developing company’s client servicing standard and procedures.
  • Developing company’s sales standard and procedures.
  • Testing procedures set and necessary corrections.
  • If necessary implementation of developed standards.

Execution duration:

  • One to two months, depending on the level of details.