Sales actions

A plan behind each sales week.

Each week salespeople plan the actions that will move their sales forward most, then record which they achieved. Team leaders see the whole team's week and who to follow up.

How it works

Follow-through you can see.

01
Each salesperson plans the week
The significant actions that will move their sales forward most.
02
They record what got done
A tick for each action achieved, and room to add others.
03
Team leaders follow up
Each plan and review in the team, with who still has to plan.
04
You see who keeps the rhythm
Planning and review by team, and how much gets achieved over eight weeks.

What you learn

Which salespeople follow through.

Asked the same way each week, in the salesperson's own words.

The plan
What each person thinks will move sales most this week.
Steer effort onto the deals that matter before the week starts.
What are the significant sales actions you plan to achieve this week?
The review
What actually got done, and what else came up.
Follow up on what slipped while there is still time.
Which significant sales actions did you achieve this week?
Across teams
Which teams plan, review and achieve. The organisation sees rates by team.
Back the teams where the rhythm is slipping.
61%of planned actions achieved over 8 weeks