This article gives you guidelines on how to do periodic calls with the Wingtra distributors
Organizing the Periodic call
Before inviting a distributor to a periodic call always sync with the sales manager assigned to that distributor. If necessary organize a meeting with the sales manager to discuss all open topics regarding the particular distributor before you do the periodic call with the distributor.
Try not to plan periodic calls near the end of the quarter as this is usually a very busy period for most companies and it is very likely that distributors will not have time for a call.
When sending invitations for periodic calls always add the sales manager in cc. Feel free to use the Hubspot template to create the periodic invitation mail. Make sure that the invitation email is tailored for each reseller individually. If you are not sure which person to invite for a periodic call please sync with the sales manager. When sending the invitation try to offer precise time slots for the call (e.g. November 15th, 9 AM) Avoid using general terms like this wee or next week. The ideal notice period would be one week.
There are two types of periodic calls:
- First periodic call
- Regular periodic call
1. First periodic call
The main goal of the first periodic call is to explain to distributors what periodic calls are, why we do them and what to expect from our side. This is also a good opportunity to guide them through the Distributor dashboard and Canny. For more precise guidelines on how to do this type of call use the Hubspot Playbook First periodic call.
2. Regular periodic call
Once you have established a good relationship with the distributor try to regularly organize these calls. To find out how often should you do the call with a certain reseller visit the article about CSM responsibilities.
In order to make the call interesting for the distributor, please create a presentation based on ideation slides.