Six tools for the first months

Inquiries, the first month, one-to-ones, pipeline review, weekly numbers and hard decisions: six tools for a new sales manager's first months, in one purchase.

In the bundle

You get six tools in one purchase for $149. Bought separately, they cost $264, so the bundle saves you $115. Together they hold 50 files.

Each one handles a part of the job you run into in your first months as a sales manager.

• First reply standard: who replies to a new inquiry, how fast and with which words, with 52 reply templates
• First 30 days operating kit: the whole first month, with a 51-page guide, worksheets with filled examples, five Word templates and six spreadsheets
• One-to-one meetings: a 30-minute one-to-one with each seller, with an agenda and 120 questions to pick from
• Pipeline review in 45 minutes: a weekly meeting on stuck deals that ends with a decision and an owner for each
• Seven weekly numbers: which numbers to check every week, with one definition for the whole team
• Sales manager decisions: 12 hard situations a sales manager meets, with one action for each

The bundle is for someone who has just taken over a sales team or will soon. It makes most sense if you need more than one of the six tools.

If one problem is burning, one tool may be enough. Slow replies to new inquiries call for the First reply standard. Long pipeline meetings that end without decisions call for Pipeline review in 45 minutes.

Start with the First 30 days operating kit. It plans the first month, so the other tools have a place in your week.

Then add one tool at a time. Example (invented numbers): in week two you run the first one-to-ones, in week three the first pipeline review, and in week four you agree the seven weekly numbers with the team.

Keep Sales manager decisions for the hard moments. Before a difficult conversation, read one case. Afterwards, write down what you decided in the decision journal.

It will not set up your CRM or connect to it. Seven weekly numbers works with any CRM, or with a plain spreadsheet.

There is no promise of results. The files give you a structure, rules and templates that you edit for your own team, and how you use them is up to you.

Some topics sit outside it. CRM and forecast, Objections and concessions and Sales rep onboarding 30/60/90 are sold separately.

Questions