05/22/2023
Our client, Douglas, credits the following as the most impactful for his company:
📌 Forecasting & Tracking Spreadsheet ― simple, but powerful to get the ball rolling and see numbers in a different light.
📌 Sales Pipeline Funnel – “we finally put in a process that made sense and that everyone could follow.”
📌 Reports for Marketing & Sales – this simple list helped the company define what they needed to track and focus on the right data to guide direction.
📌 Sales Compensation Spreadsheet – “because we were overpaying our reps’ salary but under-rewarding results that were above and beyond expectations.”
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