Hypercontext helps empower your team to take ownership of their goals. This playlist is created using templates from our extensive library of role-specific and personal development goal examples to inspire employees. We focused specifically on all our templates that help support a high-performing and growing sales team.
Set your new sales rep up for success with a 30/60/90 day plan. The first 3 months are dedicated to learning, executing and iterating.
Weekly meeting with BDR Manager with their leader to connect, understand team performance, tackle blockers and move projects forward. This template is inspired by conversations with multiple tenured Directors/VPs of Business Development.
The COACH framework, created by Cory Bray and Hilmon Sorey, Co-founders of CoachCRM and ClozeLoop, is an easy-to-remember approach to take for your next coaching session.
This is a time for the Sales Manager to meet with their Director to discuss trends, forecast and team updates.
Use this template to zero in on one thing each SDR can improve each month - and walk away with a detailed coaching plan.
Best used in conjunction with the Sales Manager SDR monthly 1:1 template, this agenda will keep you in the loop on SDR development plans.
This jam-packed sales meeting agenda includes a holistic view of your sales department: pipeline status updates, competitor pulses, and more.
Agenda templates for every type of internal sales meeting - from 1:1s and team meetings to cross functional meetings and coaching.
This bi-weekly 1:1 sales agenda ensures that a direct report is clear on what will be covered and how to prepare.
This jam-packed remote sales meeting agenda includes a holistic view of your sales department: pipeline status updates, competitor pulses, metrics and more.
For sales and marketing teams to truly succeed, they need to work well cross-functionally. Improve your sales and marketing meeting with this agenda template.
Forecasting churn and growing accounts are two major focuses of this bi-weekly check in between account manager, supervisor and supporting stakeholders.
This meeting agenda will help you uncover roadblocks, areas of improvement, and help facilitate two-way feedback so you can build trust with your team while giving them the knowledge and resources they need to hit targets and succeed.
Use this agenda to support your weekly meeting with each BDR. The primary focus of the meeting should be coaching and development.
Keep a steady pulse on your revenue org with this biweekly leadership sync. Discover setbacks and opportunities, and find ways to maximize revenue. Submitted by VP, Revenue of Lane, Josh Guttman.
Align your two most important customer-facing teams to best support and create positive experiences for your customers.
This meeting is to support an Account Executive on a customer opportunity pursuit. The meeting members should include the AE, their manager, and executive representatives from supporting groups - partner, services, CS, and the leadership team.
During this weekly meeting, sales managers meet with individual team members to review deals in specific stages of the sales cycle, with opportunities for closing.
Once managers do their 1:1s with team members, use this meeting to regroup with the Director / VP (Second line leader) and review what deals are coming up and where forecasting stands at a higher level.
This time with the Revenue and Marketing leadership teams is focused on identifying what needs to be done to achieve shared results. Every meeting starts with the metrics that drive the business forward and the bulk of the time is spent collaborating on how to continuously improve them.