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Sales Force Activity/Task Description
Develop plan for resolving sales / marketing issues related to the transaction discovered in due diligence
- Legal issues
- Union limitations, existing contractual obligations with sales force
- Pending litigation, outcome of immediate past litigation
- Existing internal control systems for sales tracking
- Market information
- Customer information
- Competitor information
- Identify competitive threats
Develop a plan for resolving any Business Development issues related to the transaction that were discovered in due diligence
Develop/update business plan
Develop an understanding of Acquiree's sales and marketing organization and resources
- Organization
- People (direct and use of outside services)
- Products / Services
- Channels
- Territories
- Call centers / facilities
- Systems / Automation
Assess Acquiree's marketing strategy and process
- Media utilized
- Agency relationships
- Overall goals, strategies and positioning
- Corporate versus divisional advertising
- Geographic concentrations
- Frequency
- Performance
- Efficiency...
Download file to see checklist.
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