What I run

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.

Get the free report