Account research plus coaching
I run account research and review the pipeline with your team. I coach reps using their current accounts and calls.
What you get
- Daily account research
- Biweekly pipeline review
- Quarterly rule review
- Weekly operating report
How I run the work
I agree account research and review rules with your team. I inspect approved accounts during the biweekly pipeline review.
I review the rules each quarter. I update them using what your team learned.
What I need to start
- Operating scope
- Pipeline and call access
- Sales leader for review sessions
I review the gaps with you before proposing the scope and start date.
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