Loading…
Transcript
Sales
Weekly Round up Meeting
Department weekly meeting
01.03
AGENDA
AGENDA
01.
Housekeeping
Quote
02.
Success Stories
Numbers
03.
Pipeline
Sales Exercise
Housekeeping
Housekeeping
Important things to know this week...
15five Goals
This Friday
Zack
Fun Fridays!
Forecasts Updated in Clari
Make sure forecasts are updated!
Forecasts
Need to put a deposit down for dinner so need to confirm attendance.
SKO
In Clari add close date filter of "overdue" move all deals out.
Clear overdue deals
List of 2024 needs for your brand
List of needs
Close out last year's goals and open up an annual goal and a quarterly goal
15five Goals
With the transition in progress e-mail me, 2 weeks in advance for time off requests.
Time off Requests
Quote
Bargreen- Zack
Successes from Last week
IAQ- Adam
Successes
Bargreen- Zack
IAQ- Adam
Numbers
Weekly Dash
120K
Outreach Dash
Outreach Dash
Pipeline Dash
Clari
Pipeline
Pipeline
List of needs for your brand.