Background

You are a Sales Development Representative (SDR) at Notion, a collaborative workspace platform that combines note-taking, project management, and team collaboration features. You've been with the company for 6 months and have been performing well in your role.

Today is Monday, September 9, 2024. You're preparing for an important week ahead, as Notion is looking to expand its enterprise customer base in the healthcare sector.

Scenario

Your manager, Sarah Thompson, has asked you to focus on reaching out to potential leads in the healthcare industry this week. She's particularly interested in targeting mid-sized hospitals and healthcare networks that are looking to improve their internal communication and project management systems.

One of your top prospects is Greendale Health Network, a growing healthcare provider with 5 hospitals and 20 outpatient clinics across the Midwest. They currently use a mix of Microsoft Office tools and outdated project management software.

Resources

Email from Sarah Thompson (Manager)

From: Sarah Thompson <[email protected]>
To: SDR Team <[email protected]>
Subject: This Week's Focus: Healthcare Sector

Team,

As discussed in our last meeting, we're ramping up our efforts in the healthcare sector this week. Our research shows that many healthcare providers are struggling with inefficient communication and project management tools, which is where Notion can really shine.

Key points to remember:
1. Emphasize Notion's HIPAA compliance and security features.
2. Highlight case studies of other healthcare organizations using Notion (attached to this email).
3. Focus on how Notion can streamline communication between departments and improve patient care coordination.

Let's aim to set up at least 3 discovery calls with healthcare prospects this week. Good luck!

Best,
Sarah

Slack message from teammate

@SDR-Team Hey everyone! Just had a great call with a mid-sized hospital in California. They were really interested in how Notion could help with their nurse scheduling and shift management. Might be a good talking point for other healthcare prospects!

Competitor Analysis (Internal Document)

Main competitors in the healthcare sector:

1. Microsoft Teams
   Strengths: Integrated with Office 365, familiar to many users
   Weaknesses: Can be complex, less flexible for customized workflows

2. Asana
   Strengths: Good for project management, intuitive interface
   Weaknesses: Limited document collaboration features, less suitable for knowledge management

3. Evernote Business
   Strengths: Strong note-taking capabilities, good for individual use
   Weaknesses: Limited in team collaboration features, less robust for project management

Notion's Unique Selling Points:
- All-in-one solution: combines note-taking, project management, and collaboration
- Highly customizable to fit specific healthcare workflows
- HIPAA compliant with strong security features
- Intuitive interface with a gentle learning curve

Meeting Notes: Last Sales Team Huddle