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 making them personalized and consultative, avoiding the pitfalls of canned or templated responses. This will enhance client engagement and improve conversion rates by tailoring communications to the recipient's specific context and previous interactions.

3. Business Objectives

• Enhance the personalization of follow-up emails.
• Improve client engagement and satisfaction.
• Increase conversion rates by using a consultative sales approach.
• Streamline the process for sales representatives to access relevant client information.

4. Project Scope

In Scope:

• Integration with existing CRM to pull recipient's name and contact info.
• System capabilities to understand what the company does.
• Access to historical data on prior interactions with the company.
• Implementation of a consultative approach to email content.

Out of Scope:

• Development of new CRM software.
• General email marketing campaigns.
• Training programs for sales representatives.
• Non-sales related email communications.

5. Stakeholders

• Sales Representatives
• Sales Managers
• IT Department
• Project Sponsor
• Project Manager

6. Deliverables

• Personalized follow-up email template system.
• Integration with CRM for recipient data.
• Historical interaction data access.
• Consultative email content guidelines.

7. Assumptions

• The existing CRM system has APIs available for integration.
• Sales representatives will be trained on the new system.
• Historical data is accurate and up-to-date.
• The consultative approach will be more effective than canned responses.

8. Constraints

• Budget limitations.
• Time constraints to align with sales cycles.
• Data privacy regulations.
• Dependence on CRM system capabilities.

9. Risks

• Risk of CRM integration issues.
• Potential resistance from sales representatives to adopt the new system.
• Data privacy concerns.
• Inaccurate or incomplete historical interaction data.