3:15 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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