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Sales Management

Sales Manager SOP and Training Document

Introduction

Objective: Develop a high-performing sales team capable of scaling revenue effectively.
Vision: Establish a culture of excellence and continuous improvement within the sales organization.

Recruitment and Interview Process

Speed of Response:
Action: Send an initial email or message to candidates.
Evaluation: Measure how quickly they respond to assess their work ethic.
Intelligence and Communication:
Action: Conduct a phone or video interview.
Evaluation: Listen for clear, intelligent communication. Avoid candidates who sound unprofessional.
Listening Skills:
Action: During the interview, observe the candidate's ability to listen and respond appropriately.
Evaluation: Look for ambiverts who balance talking and listening.
Coachability:
Action: Conduct a role-play exercise.
Evaluation: Provide feedback and ask the candidate to repeat the exercise. Assess their ability to accept feedback and improve.

Onboarding Process

14-Day Onboarding Period:
Day 1-3: Introduce company culture, values, and product/service overview.
Day 4-7: Have new hires listen to 40 successful sales calls. Use software to track their progress.
Day 8-10: Provide a question-based sales script. Ensure they understand the framework.
Day 11-14: Conduct daily role-playing sessions to practice the script and refine skills.
Sales Call Immersion:
Action: Assign specific sales calls for new hires to listen to.
Outcome: Develop an understanding of successful sales techniques.
Script Mastery:
Action: Provide a question-based framework script.
Outcome: Guide prospects naturally to a decision.
Role-Playing:
Action: Conduct daily role-playing sessions.
Outcome: Ensure readiness and confidence in handling sales calls.

Training and Development

Continuous Role-Playing:
Action: Schedule daily role-playing sessions.
Outcome: Practice overcoming objections and refining techniques.
Feedback and Improvement:
Action: Listen to sales calls at 2x speed, take notes, and prioritize feedback.
Outcome: Focus on 1-2 high-impact areas for improvement.
Daily and Weekly Cadence:
Action: Conduct daily morning training and end-of-day huddles.
Outcome: Reinforce learning and maintain motivation.

Sales Process Optimization

Prospect Knowledge Over Product Knowledge:
Action: Train reps to focus on understanding the prospect's problems.
Outcome: Build trust and credibility with prospects.
Structured Sales Conversations:
Action: Follow a clear script: clarify the problem, offer solutions, and ask for the sale.
Outcome: Ensure consistent and effective sales conversations.

Performance Management

KPIs and Metrics:
Action: Set clear performance expectations and review progress regularly.
Outcome: Maintain accountability and drive performance.
Performance Improvement Plans (PIP):
Action: Implement PIPs for reps below KPIs, with a structured improvement plan.
Outcome: Provide a path for improvement and accountability.
Cutting Underperformers:
Action: Evaluate and cut the bottom 10% quarterly.
Outcome: Maintain a high-performance culture.

Leadership and Team Culture

Lead by Example:
Action: Sales managers should exemplify work ethic, punctuality, and adherence to processes.
Outcome: Set a standard for the team to follow.
Motivation Through Culture:
Action: Foster a culture of excellence, competition, and continuous improvement.
Outcome: Drive motivation and engagement.
Conviction and Empathy:
Action: Encourage reps to sell with genuine empathy and belief in the product's value.
Outcome: Build stronger relationships with prospects.

Tools and Resources

Leaderboard and Competitions:
Action: Use visual leaderboards and regular competitions to motivate the team.
Outcome: Foster a competitive and engaging environment.
Testimonials and Success Stories:
Action: Share client testimonials to reinforce the product's value and boost morale.
Outcome: Strengthen conviction and motivation.

Review and Improvement

Regular SOP Review:
Action: Continuously update the SOP to reflect best practices and new insights.
Outcome: Ensure the SOP remains relevant and effective.
Feedback Mechanism:
Action: Create channels for receiving feedback from sales managers and reps.
Outcome: Improve the SOP and address any challenges.

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