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Sales
Weekly Round up Meeting
Department weekly meeting
11/07/22
AGENDA
AGENDA
01.
Housekeeping
Quote
02.
Success Stories
Numbers
03.
Pipeline
Sales Exercise
Housekeeping
Housekeeping
Important things to know this week...
15 five weekly
15 five weekly
Weekly 15five goals need to be more specific and something we'll start looking at weekly during 1:1s.
Example:
Close 15K of ARR
Build 30K of new pipeline
Have successful demo and set next steps for ______.
Marking 15five
15 five weekly
Also going to look at completion rates so need to be checking what you've completed on a weekly basis.
This Friday
Ben
Fun Fridays!
Next Week
@Zach
Forecasts Updated in SFDC
Make sure forecasts are updated!
Forecasts
Quote
ERGO
Successes from Last week
Successes
FAAC
ERGO- Diane
FAAC- Louis
Numbers
Weekly Dash
Outreach Dash
Pipeline Dash
Pipeline
Pipeline
November Goals
- 1 personal
- 1 professional