Hi

Currently my business services many retail customers and small businesses (Home office and people with under 5 staff).

But we are looking to expand into the 10+ small – medium business market.

I have setup a separate division and have one person whose job is to look after this area but I’m finding it difficult to design a sheet which lets this person know what is expected of them. The reason I say this is because I want a why of being able to track their attempt to generate more leads, sales that they are creating and track how they are filling the sales which are being made.

Any suggestions would be great.