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Sales
Weekly Round up Meeting
Department weekly meeting
05.06.24
AGENDA
AGENDA
01.
Housekeeping
Quote
02.
Success Stories
Numbers
03.
Pipeline
Sales Exercise
Housekeeping
Housekeeping
Important things to know this week...
This Friday
Rick
Fun Fridays!
Forecasts Updated in Clari
Make sure forecasts are updated!
Clean up overdue deals
Forecasts/ Clari Usage
Triple Check Contracts before they go out
Triple Check Contracts
Specifically start/end date
Term length
Billing Contacts
Quote
Barry Wehmiller- Rick
Successes from Last week
Spellbound - Brittni
Successes
Power Knot- Zack
USCG- Rick
CES- Zack
CES- Zack
Numbers
Weekly Dash
120K
Outreach Dash
Outreach Dash
Pipeline Dash
Clari
Pipeline
Pipeline
Look at the outreach sequence you're using most. Add an A/B test for each email
Activity
Choose a template
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