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
