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List of Tools3:15 sales process 3 goals "What % of customers would recommend you?" Org structure Ideal Customer Profile. Qualification Questions & Criteria CRM system Sales process Lead management - inbound - Website flows & leadgen capture forms - "Life of a lead" - Waterfall, conversions - "Time to first contact" - Trial tools / try-before-you-buy Layers of the Onion Databases / list sources Key metrics / dashboards Renewal process Customer Success Coaching guide / remove the bottlenecks (to CC2) Comp, quotas, territories Training My Month Plan template Day in a life Bottlenecks / "What's the least productive use of time?" Calling techniques Proposals Career path Morale Culture Tools (Jigsaw, others) Waterfalls Periodic drumbeats (mgmt mtgs, 1-1 reviews...?) Time management test http://www.fcprofiles.com/focusflash.html
Peer Collaboration "Voice of the rep" Peer groups: for working out, sub-teams, projects... Whiteboard wiki, wiki Suggestion box "Hi-five box" Hacks Egg timer
Kaizen - Win/Loss analysis - Quarterly offsites, planning refreshes - Lead/revenue source analsyis - Career development - Bottlenecks exercises/assessment - Experiments drumbeat
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