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DAY ONE
What whoever owns selling, to one and to many, needs on the first day.
A new sales hire, a new marketer, or you on the Monday you stop improvising: whoever owns this needs six things on day one.
- The deal listEvery open and closed deal from the last year, with the furthest stage reached, the value and, for lost deals, the reason.
- Conversation recordsRecordings made with consent, notes, and the sent mail for the last twenty sales conversations.
- Customer wordsSupport tickets, pre-purchase chats, reviews and return reasons, unfiltered.
- The page’s numbersTraffic and conversion for the main page and the last quarter’s email and ad results, with access to the tools.
- Gross profit per customerFrom finance, by kind of customer, so the break-even deal size can be worked out.
- Authority to change bothThe right to edit the page and the pitch after each monthly review, without waiting for a redesign.
Do this
- Ask for all six in one message today. Whatever comes back slowest is where the business knows least about how it sells.
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Written by Andrew Lauchner, a growth and retention operator for consumer brands. The paid work is one ninety-day Sprint.
This is one chapter of One to Many, which is free and readable in full on a single page with no form in front of it.