Helpful things for sales managers

Deal review template

Get systematic in a way that helps you work quicker and helps your team understand what you want to see with this Google Sheets template.

Deal triage template

Help your team get a better idea of how their in-flight deals will go towards their target with this Google Sheets template.

Actions guide

Setting helpful actions is the difference between having a chat with your reps and helping them improve. But good actions are deceptively tricky to define, so here’s a guide with tips and examples.

Meetings guide

We break down the three most critical 1:1 sessions between a sales manager and their team to help you make sure you’re getting the most out of that time.

You don’t need to use our software to apply this advice,
but we’d love it if you did!