Stage 3

Structure

Time for rules: who is responsible for what.

Sales

  • The good leads keep going to the same reps
  • I assigned the lead and the rep just sits on it
  • One rep closes 30%, another 5% on the same leads

Management

  • Who owns a client when they come back?
  • Deals stall with no clear next step
  • We bought a CRM and reps don’t use it

Automation

  • 80% of the day on admin instead of selling
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