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100-Dollar Voting for your Sales OS

Everyone gets $100 to allocate to our tool stack
This is a simple prioritization we use at Coda, largely inspired by
Dave Mastronardi
⁠
. It’s especially useful when there’s a big decision and time to work through options — for example, quarterly planning (read Lenny Rachitsky’s
deeper dive
⁠
on Coda’s planning process).
Most priority exercises are one dimensional (”vote on your top 3 priorities”). This works when you need to make a quick decision. However, many situations call for a more in-depth understanding of how people on your team actually feel. The $100-dollar exercise adds a second dimension of weight. So not only do you end up with a ranked list of priorities, but you also understand how much your team favors some ideas over others (”the #1 idea is 4x as important as the #2 idea”).
Use this template to help your team share their needs and current use cases of your sales tool stack — to define your optimal Sales Operating System.
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Facilitator Instructions

⁠
Copy this doc
⁠
and
Clear sample data
⁠
.
Pick participants: List everyone that is participating in this exercise below.
Add ideas: Give everyone time to add ideas.
Vote: Each participant allocates $100 dollars across their favorite ideas.
Show vote allocations: When everyone's done allocating their dollars, uncollapse the "Dollar Allocation" at the bottom of the page.


1. Join the game.

Click the button below to join.
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Join the game
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Participants
0
Participants/Teams
Role
Allocated
Remaining
1
Polly Rose
Account Executive
000
100
$0.00
2
Lola Tseudonym
Sales Engineer
000
55
$45.00
3
Adam Davis
SDR
000
30
$70.00
There are no rows in this table
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2. Add your use cases and needs of your tool stack

Capture the needs your team has of your Sales tools, categorized by use case
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Add Idea
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Reset votes
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Ideas
Use Case Category
Idea author
Details
1
Send prospecting emails to non-users in an account.
Prospecting / Engagement
Polly Rose
2
Research account background and business goals
Productivity
Adam Davis
3
Create a new segment for Enterprise accounts.
Team Operations
Lola Tseudonym
4
Create forecasting sheet for newly created sales pods.
Forecasting
Adam Davis
There are no rows in this table
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2. Vote with your $100.

⁠
Add Idea
⁠
Reset votes
⁠
Ideas
Use Case Category
Details
One
Five
Ten
Twenty
Fifty
1
Send prospecting emails to non-users in an account.
Prospecting / Engagement
2
Research account background and business goals
Productivity
3
Create a new segment for Enterprise accounts.
Team Operations
4
Create forecasting sheet for newly created sales pods.
Forecasting
There are no rows in this table
⁠

3. Discuss and take notes.

Write notes below, discussing for the top voted use cases what the current tool of choice is, what features make it a winner, and whether or not the feature-set justifies the cost of ownership for your team! Hint: you can build 100s of point Sales solutions on Coda.
Show results (once everyone is done allocating)
2
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