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Communication material layout
1. Communication Material Layout
Context/Meeting/Presentat
ion/ Analysis
Follow Up-Phone
Call/Telephone Call/Email/Text
to Fix Up Schedule of
Presentation/Meeting and
Update it to on Google
Sheet/CRM/Excel
Observation of the Meeting/
Findings New Requirements
and Outcomes the Meeting and
Report and Prepared and Send
Meeting Minutes to TL / BDM,
and Participants of the
Concern Company
Mail Soft Copy / Hard Copy/
Sample Copy or
Installation/Support Details (if
Opening Sales) to
TL/BDM/Developments Team
to sort and Analyze the
Requirements/Installation/
Submit Financial Proposal
Softcopy/Hardcopy (if Not
Opening Sales)
Follow Up the Prospect and
Potential Clients and If any
Problem Findings then Call up
an Internal Meeting
[TL/BDM/Development
Team/Superior and Resolve
the Problem and Provide the
Solution to the Concern
Clients