Project Vision Document

1. Project Overview

Project Name: Project Genesis

Project Sponsor: [Project Sponsor]

Project Manager: [Project Manager]

Document Version: 1.0

Last Updated: 11/28/2024

2. Vision Statement

Project Genesis aims to revolutionize follow-up emails by ensuring they are personalized and not canned or templated. This will be achieved by leveraging recipient-specific information, understanding the company’s business, and incorporating prior interactions, thereby adopting a consultative approach to the sales process.

3. Business Objectives

• Enhance customer engagement through personalized follow-up emails.
• Improve conversion rates by leveraging detailed customer and company insights.
• Streamline the sales process with a consultative approach.
• Reduce reliance on generic templates in follow-up communications.

4. Project Scope

In Scope:

• Integration of recipient’s name and contact information.
• Understanding and utilizing company-specific details.
• Incorporation of prior interactions with the company.
• Development of a consultative sales approach in follow-up emails.

Out of Scope:

• Development of new email marketing platforms.
• Alteration of existing CRM systems.
• Changes to the current sales strategy outside of follow-up emails.

5. Stakeholders

• Sales Team
• Marketing Team
• Customer Support
• Product Management
• IT Department

6. Deliverables

• A database system for capturing recipient’s name and contact info.
• Detailed company profiles for personalized email content.
• Historical interaction logs to inform follow-up communication.
• Training materials for the sales team on the consultative approach.

7. Assumptions

• Necessary customer data is accessible and accurate.
• Sales team will adapt to the new consultative approach.
• The current CRM system can be integrated with the new project requirements.

8. Constraints

• Limited budget for technology upgrades.
• Tight deadline for project completion.
• Data privacy and compliance requirements.

9. Risks

• Potential data privacy issues with personalized information.
• Resistance from the sales team to adopt new methods.
• Technical integration challenges with existing systems.