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Lenny’s Sales Checklist
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Lenny’s Sales Checklist
Lenny’s Sales Checklist
1
8:50 am Company Huddle
2
9:00 am - 9:15 am New Business Huddle
3
9:16 am - 9:30am Check ADP
4
9:30 am - TBD Pipeline Review
5
11:00 am - Check calls and activity
6
1:00 pm Check lunch punches, remind late lunch shift.
7
2:00 pm Calls vs Activities.
8
5:00 pm PRE-CHECKOUT
9
6:00 pm CHECKOUT
8:50 am Company Huddle
1
Who was late to huddle?
2
What roadblocks do I need to address:
3
Other:
9:00 am - 9:15 am New Business Huddle
9:16 am - 9:30am Check ADP
1
Who was late?
2
Who is out?
3
Are we checking their email?
4
Do deals have to be reassigned?
5
Did we remove them fro RTP distro?
6
Was HR notified?
9:30 am - TBD Pipeline Review
1
MCK Agreements - Do we have enough in the pipe to hit our daily goals?
2
What is in Missing Info? Are reps aware?
3
RTP Distribution - Are reps receiving the correct distro of RTP's?
4
How many agreements were signed yesterday?
5
RTP 20K+
6
Are these deals being worked properly?
7
What is stuck longer than 3 days?
8
Can we send them to another funder?
9
Can we improve the MCK offer?
10
NAE _ Team WTD Packages - Where are the renewal agents with packages?
11
NAE _ Who is behind?
12
NAE _ Are the renewals too early?
13
NAE _ Are the notes sufficient for Ben?
11:00 am - Check calls and activity
1
Check 'Clawback' activity and success. Report who is lagging...
2
Check Closer Overdue Tasks: https://na16.salesforce.com/00Oj0000000Os2q
1:00 pm Check lunch punches, remind late lunch shift.
1
Lunch punches?
2
Ready to Presents called?
3
Check Account Activity Exceptions: https://na16.salesforce.com/00Oj0000004dYDa
2:00 pm Calls vs Activities.
1
Check Tasks and Events
2
Are tasks overdue?
3
NAE _ Account Exceptions: Who has them?
4
BFM's _ Are RTP's being called properly?
5:00 pm PRE-CHECKOUT
1
Are all funded deals moved to funded?
2
Are all PSF's sent to accounting?
3
Are there any uncalled RTP's?
4
Were RTP's called properly?
5
Did we perform on our RTP's?
6
Are there any overdue tasks?
6:00 pm CHECKOUT
1
Are all PSF's turned in and Funded deals marked?
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