Use the template to efficiently identify pressing deals and develop plans to help your sales rep move deals forward.
Review and analyze important sales data with the sales rep.
Go through the sales progress since the previous week to identify risks, opportunities, and action items.
Closed deal 1
Use the data to determine the most pressing deals.
Discuss the strategy and solutions to progress the deals down the pipeline.
[ ] Action item 1
[ ] ...
Review key sales metrics with the sales rep first. Go through the pipeline to prioritize the deals that are at risk. Dive deep into the data and an overall pipeline helps with your sales forecast. You can get a bigger picture and adjust the current tactics timely. Plan out detailed action items to prevent any deals from falling through the cracks.
Share company updates and news that affect the sales team.
Get a quick status check from each team member and figure out the bottlenecks that hold your team up from making progress.
New qualified leads
Deals in progress