A Day in the Life...
Alex, a newer salesperson at Kofile, gets to the office early to prepare for an important client meeting with a county government interested in Kofile's Critical Records Management solutions. Upon arriving at the office, Alex is immediately faced with a series of pressing challenges:
- 1. A high-maintenance municipal client reports that a critical batch of digitized documents is missing from their online portal, threatening Kofile's reputation and requiring immediate attention.
- 2. A key team member calls in sick, leaving Alex short-handed and responsible for covering additional duties that are crucial for daily operations.
- 3. An unexpected server issue arises, affecting not only the municipal client but also several other client accounts, necessitating urgent coordination with the IT team.
- 4. The county government client calls and requests an earlier meeting time, conflicting with Alex's current crisis management responsibilities.
Discussion Points
- Discuss which issue Alex should address first and why.
- Identify the criteria Alex should use to prioritize tasks, such as urgency, client importance and resource availability.
- Explore strategies Alex can implement to prevent such situations from occurring in the future.