Outline of Career Trial Objectives
The Sales and Operations Manager plays a pivotal role in driving sales growth, streamlining operations, and enhancing overall business efficiency. This position combines strategic sales planning with operational oversight to achieve company objectives, ensuring that both sales targets and operational standards are met. The role requires strong leadership, effective communication, and problem-solving skills to manage sales teams, optimize workflows, and foster client relationships.
Career Trial Activities Plan
Weeks
Details of Activities / Tasks
Week
1
Orientation with Leadership: Attend introductory meetings with leadership to discuss academy mission, values, growth plans, and competitive positioning.- Team Introductions: Meet with each department (e.g., coaching, customer service,marketing) to understand team roles and inter dependencies.- Role Overview: Review job responsibilities, performance KPIs, and discuss reporting expectations with the director.- Sales & Operations Process Review: Get an overview of both sales cycles (from lead generation to enrollment) and operational cycles (from scheduling to customer service).
Week
2
Program Review: Study program offerings (e.g., beginner, intermediate, advanced levels,private vs. group classes), fee structures, and add-on services (e.g., personal coaching).- Coaching Team Insights: Sit in on sessions with the coaching staff to learn about teaching techniques, training plans, and skill progression.- Client Experience Observation: Observe classes to understand the client journey and see programs in action.- Competitor Analysis: Analyze competitors offerings, pricing, and market positioning to articulate the academy unique advantages.
Week
3
Sales Training - Basic: Introduction to sales fundamentals, focusing on prospecting, qualifying leads, and handling initial inquiries. -CRM System Introduction: Start training on the academy’s CRM software, focusing on data entry, lead tracking, and follow-up management. Sales Scripts: Review and practice using sales scripts to address frequently asked questions and present academy programs effectively. Lead Generation Overview: Get an introduction to lead sources and review strategies for converting inquiries into trial bookings.
Week
4
Scheduling & Booking: Learn the end-to-end booking process, from initial inquiry to scheduling classes and confirming attendance. Court & Resource Management: Review the process of managing court bookings, resource allocation, and ensuring optimal usage. Daily Workflow Shadowing: Shadow operations team members to understand client check- ins, payments, class transitions, and feedback collection. Operational Challenges: Identify initial bottlenecks or challenges in the workflow to start thinking about improvement areas.
Week
5
Customer Persona Training: Understand key customer profiles and how to personalize sales approaches to fit each persona.Active Listening and Communication: Participate in training on listening skills, empathy, and positive communication.Role-Playing Exercises: Engage in role-playing to practice conversations with potential and existing clients.Client Feedback Analysis: Review previous client feedback and learn how to address concern and provide personalized solutions.
Week
6
Scheduling Software Training: Gain hands-on training with the academy scheduling software, focusing on class schedules, court assignments, and equipment allocation.-Coaching Resource Coordination: Start coordinating coach schedules, ensuring that all classes are adequately staffed.Resource Planning for Events: Assist in planning resources for special events or tournaments hosted by the academy.- **Problem-Solving Exercises**: Simulate scenarios involving scheduling conflicts, no-shows, or overbooking to develop quick solutions.
Week
7
Advanced Sales Training: Focus on objection-handling, urgency creation, and closing techniques for different client profiles. -Shadow Senior Sales: Work alongside senior sales team members to observe high-stakes client interactions. Mock Sales Pitches: Conduct mock pitches with the team to practice conversion techniques. Follow-Up Strategy Development: Develop personalized follow-up strategies based on client interaction outcomes, setting reminders in the CRM.
Week
8
Promotion Planning: Collaborate with the marketing team on upcoming promotions (e.g., free trial sessions, family packages) and understand the campaign lifecycle. Social Media Insights: Participate in an overview of the academy’s social media strategy, focusing on key platforms and audience engagement. Digital Marketing Basics: Learn the fundamentals of digital marketing and how to monitor campaign results. Campaign Analysis: Review previous campaigns to identify what worked, what didn’t, and how to improve future promotions.
Week
9
Sales Plan Development: Create a monthly sales plan, including targets for new client acquisition, upselling current clients, and client retention strategies. Pipeline Management: Establish a lead pipeline in the CRM and set weekly conversion goals. Sales Metrics and KPI Tracking: Review KPIs with the director and set up a dashboard to track performance against goals. Quarterly Strategy Review: Plan a strategy meeting to discuss quarterly goals, challenges, and adjustments.
Week
10
Bottleneck Analysis: Conduct a thorough review of operational bottlenecks and prioritize areas for improvement. Efficiency Improvement Proposals: Present proposals to streamline scheduling, registration, and resource allocation. Feedback Loop: Set up a feedback loop with coaches, clients, and staff to continuously improve service delivery. Checklist Creation: Create standard operating procedure (SOP) checklists to ensure consistency in daily operations.
Week
11
Retention Analysis: Analyze client data to identify retention trends, key retention drivers, and common reasons for drop-offs. Post-Session Follow-Ups: Implement follow-ups after initial sessions to gather feedback and encourage rebooking. Retention Strategy Development: Develop a strategy for offering loyalty programs, personalized packages, or family membership options. Quality Control Checks: Set up regular quality control measures to ensure client satisfaction with service and program quality.
Week
12
Self-Evaluation: Conduct a self-assessment to identify strengths, challenges, and areas for growth. Director Review: Meet with the director to review performance, achievements, and areas for improvement. Goal Setting for Next Quarter: Establish key sales and operational targets for the next quarter based on current performance. -Roadmap Creation: Create a roadmap that outlines goals, strategies, and a timeline for the next 6 months, including any identified professional development needs.
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