Top 3 Deals Coaching Template

Description:

Coach Sales Rep with the top three deals and help them achieve their goals close to the end of the quarter

Tags:

1:1, Sales, Coaching

Deal 1

  • Deal status
  • Are there any blockers to close this deal before the end of the period?
  • Key stakeholders and their support for the deal
  • Support and resources needed to close the deal

Deal 2

  • Deal status
  • Are there any blockers to close this deal before the end of the period?
  • Key stakeholders and their support for the deal
  • Support and resources needed to close the deal

Deal 3

  • Deal status
  • Are there any blockers to close this deal before the end of the period?
  • Key stakeholders and their support for the deal
  • Support and resources needed to close the deal

Action items

What you can do with OKRify ?
  • Set meeting agenda collaborative with your team
  • Assign action items
  • Collaborate with meeting notes, comments, etc
  • Set goals and track with OKRs & KPIs