Expectations

What we (sales leaders) expect out of the sales team.

Make your rituals and expectations clear to the team.

Clear sample data

⁠

Team expectations

Team expectations

Daily

Weekly

Ongoing

Life Cycle Events

Action

Mark leads as qualified / unqualified

Opportunity Management

Action

Manage forecast

Add next steps

Pipeline Generation

Action

Identify new areas of expansion within accounts

Mutual Action Plans

Action

Always have them for every deal

Account Plans

Action

Make sure they’re up to date

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.