subscribe: Posts | Comments

T4. To know and to meet

Written tasks.

  1a. Newly-appointed salesman (in France) making contact with a UK client for an appointment.  Introduce self and reason for meeting…. propose potential dates / location… formal opening and closing. 1b. Response from the client company…..yes / date options / client agenda/ directions etc . 2a. Salesman’s memo to the in-house Travel Manager to justify the trip and arrange flight, hire-car and hotel. ….  request for permission….(importance of meeting / importance of client) … preferred dates / times / routes…. need for hire car from airport and hotel stay plus food and entertainment allowance. 2b. Travel Manager’s response to salesman.  ….  approval… conditions….. flight data (times etc), tickets and vouchers, hotel and subsistence details.  Need to account  for expenditure…..   3a. Memo to sales team and your deputy concerning covering your absence.   Dates and times.  Purpose and intended outcomes. Delegated authority.  Circumstances in which you can & should be contacted. 3b.  Out of office instruction for your office internal email.  Dates / times (from / to) … refer to / redirect.  If desperately urgent…..  

Oral tasks.

4a. At the hire car desk to check out the car (salesman / hire car rep) 4b. Hotel arrival 4c. Co reception / 4d. Meeting client