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#302 - Keeping Reps Accountable to Their Forecasts (John Sherer, Growth Assistant)

#302 - Keeping Reps Accountable to Their Forecasts (John Sherer, Growth Assistant)

30 Minutes to President's Club | No-Nonsense Sales

May 23, 202432m 1s

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Show Notes

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