{"id":9274,"date":"2016-12-23T13:37:57","date_gmt":"2016-12-23T13:37:57","guid":{"rendered":"https:\/\/www.process.st\/templates\/lennys-sales-checklist\/"},"modified":"2024-02-28T20:50:12","modified_gmt":"2024-02-28T20:50:12","slug":"lennys-sales-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/lennys-sales-checklist\/","title":{"rendered":"Lenny’s Sales Checklist"},"content":{"rendered":"
\n

8:50 am Company Huddle <\/h2>\n
\n
    \n
  • \n
    \n
    \n 1\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Who was late to huddle?\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 2\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n What roadblocks do I need to address:\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 3\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Other:\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
    \n

    9:00 am - 9:15 am New Business Huddle <\/h2>\n<\/section>\n
    \n

    9:16 am - 9:30am Check ADP <\/h2>\n
    \n
      \n
    • \n
      \n
      \n 1\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Who was late?\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 2\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Who is out?\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 3\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Are we checking their email?\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 4\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Do deals have to be reassigned?\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 5\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Did we remove them fro RTP distro?\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 6\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Was HR notified?\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
      \n

      9:30 am - TBD Pipeline Review <\/h2>\n
      \n
        \n
      • \n
        \n
        \n 1\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n MCK Agreements - Do we have enough in the pipe to hit our daily goals?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 2\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n What is in Missing Info? Are reps aware?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 3\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n RTP Distribution - Are reps receiving the correct distro of RTP's?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 4\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n How many agreements were signed yesterday?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 5\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n RTP 20K+\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 6\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Are these deals being worked properly?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 7\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n What is stuck longer than 3 days?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 8\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Can we send them to another funder?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 9\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Can we improve the MCK offer?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 10\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n NAE _ Team WTD Packages - Where are the renewal agents with packages?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 11\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n NAE _ Who is behind?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 12\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n NAE _ Are the renewals too early?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 13\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n NAE _ Are the notes sufficient for Ben?\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
        \n

        11:00 am - Check calls and activity <\/h2>\n
        \n
          \n
        • \n
          \n
          \n 1\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Check 'Clawback' activity and success. Report who is lagging...\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 2\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Check Closer Overdue Tasks: https:\/\/na16.salesforce.com\/00Oj0000000Os2q\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
          \n

          1:00 pm Check lunch punches, remind late lunch shift. <\/h2>\n
          \n
            \n
          • \n
            \n
            \n 1\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Lunch punches?\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 2\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Ready to Presents called?\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 3\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Check Account Activity Exceptions: https:\/\/na16.salesforce.com\/00Oj0000004dYDa\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
            \n

            2:00 pm Calls vs Activities. <\/h2>\n
            \n
              \n
            • \n
              \n
              \n 1\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Check Tasks and Events\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 2\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Are tasks overdue?\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 3\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n NAE _ Account Exceptions: Who has them?\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 4\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n BFM's _ Are RTP's being called properly?\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
              \n

              5:00 pm PRE-CHECKOUT <\/h2>\n
              \n
                \n
              • \n
                \n
                \n 1\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Are all funded deals moved to funded?\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 2\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Are all PSF's sent to accounting?\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 3\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Are there any uncalled RTP's?\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 4\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Were RTP's called properly?\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 5\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Did we perform on our RTP's?\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 6\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Are there any overdue tasks?\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                \n

                6:00 pm CHECKOUT <\/h2>\n
                \n
                  \n
                • \n
                  \n
                  \n 1\n <\/div>\n<\/p><\/div>\n
                  \n
                  <\/div>\n<\/p><\/div>\n
                  \n Are all PSF's turned in and Funded deals marked?\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

                  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? 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