Team health check

A 10-minute check of how your sales team works today, area by area.

It is unclear why the plan is missed

Use it when: You cannot decide what to fix first.

The plan is missed, and you cannot decide what to fix first. Answer four questions about yourself and eighteen about how the team works, across six zones of a sales manager's job, and the check leads you to one priority.

No export or report is needed. One of the opening questions simply asks where deals are recorded: in a CRM, in a shared spreadsheet, or in each person's notebook, messenger and memory.

What comes out is your own view of the team. It does not replace an audit, and it does not promise higher sales. If you already know which zone holds the others back, skip the check and start on that zone.

A quiet Monday morning is enough for pages 2 to 4: the questions take about 10 minutes. Mark what happens now and leave your plans aside. When you hesitate between two answers, take the one closer to the top of the list, so the score comes out more cautious. Employee names are not needed.

Right after, add up the sums on page 5 and choose one priority zone. That is about three minutes more.

Read the block for your zone on pages 6 and 7, then write one action for the week on page 8 and give it a day.

On Friday, go back to page 8 and note what happened with that action. If urgent tasks ate the week and the action slipped, move it to a named day next week and keep the zone you chose.

Questions