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220 (Lead) Keeping Reps Accountable to Their Forecasts (John Sherer, Growth Assistant)

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Manage episode 419757821 series 2782528
Content provided by Nick Cegelski & Armand Farrokh, Nick Cegelski, and Armand Farrokh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Cegelski & Armand Farrokh, Nick Cegelski, and Armand Farrokh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

FOUR ACTIONABLE LEADERSHIP TAKEAWAYS

  • Do a bi-weekly "pipe squeeze" (pipeline review) with each rep share your screen and take notes as you go to save time & maintain control
  • Discounts drive velocity, when a deal has stalled or there is no next step, use a manager email to see if a pricing incentive will move the close date
  • Ask the same 5 questions in deal review - Deal size, deal close date, buyer buy in, next step, and any incentives on the deal. Send the update to your leader for upward transparency
  • Only have reps forecast deals in pipeline for the month then run the historical math to see what may change both positive or negative

PATH TO PRESIDENT’S CLUB

  • COO @ Growth Assistant
  • VP of Sales @ Lattice
  • Sales Director @ Lattice
  • VP of Sales @ Appcues

RESOURCES DISCUSSED

  continue reading

332 episodes

Artwork
iconShare
 
Manage episode 419757821 series 2782528
Content provided by Nick Cegelski & Armand Farrokh, Nick Cegelski, and Armand Farrokh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Cegelski & Armand Farrokh, Nick Cegelski, and Armand Farrokh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

FOUR ACTIONABLE LEADERSHIP TAKEAWAYS

  • Do a bi-weekly "pipe squeeze" (pipeline review) with each rep share your screen and take notes as you go to save time & maintain control
  • Discounts drive velocity, when a deal has stalled or there is no next step, use a manager email to see if a pricing incentive will move the close date
  • Ask the same 5 questions in deal review - Deal size, deal close date, buyer buy in, next step, and any incentives on the deal. Send the update to your leader for upward transparency
  • Only have reps forecast deals in pipeline for the month then run the historical math to see what may change both positive or negative

PATH TO PRESIDENT’S CLUB

  • COO @ Growth Assistant
  • VP of Sales @ Lattice
  • Sales Director @ Lattice
  • VP of Sales @ Appcues

RESOURCES DISCUSSED

  continue reading

332 episodes

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