Embedded Files
Proposed Agenda
Proposed Agenda
SM and BDS Meet & Greet
Welcome & Introduction
Training Summary & Performance Insights
(will be shared by the Sales Trainer to both parties prior to the meeting)
Performance Standards & Role Expectations
Performance Standards & Role Expectations
A. Sales Performance Expectations
Expected behaviors in:
Discovery & qualification depth
Value-first presentation
Objection handling discipline
Closing execution standards
Non-negotiable behaviors (e.g., discount discipline, qualification requirements)
B. Operational Expectations
Schedule adherence (shifts, breaks, cadence)
Seat arrangement / team setup norms
Tools, systems, and workflow compliance
C. Ramp Success Milestones (30–60–90 Days)
30 days: baseline consistency in call structure + compliance
60 days: independent execution with reduced coaching dependency
90 days: performance stabilization aligned with team benchmarks
Revenue Execution (Lead Management & Process Flow)
Revenue Execution (Lead Management & Process Flow)
Lead distribution structure and prioritization rules
Expected response speed and handling order
Qualification flow and pipeline discipline
Best practices for managing high-intent vs low-intent leads
Alignment on ownership of lead outcomes
Tools, Resources & Enablement
Tools, Resources & Enablement
Systems overview (CRM, Confluence, scripts, trackers, etc.)
External tools or support resources available for performance improvement
How to escalate tool/system issues
Coaching & Performance Management Framework
Coaching & Performance Management Framework
Coaching cadence (1:1 frequency and format)
What will be coached:
Behavioral execution (not just results)
Call structure adherence
Performance tracking method (scorecards, QA, dashboards)
Escalation triggers and support interventions
Feedback loop: how improvement will be measured and communicated
Alignment Checkpoints
Alignment Checkpoints
Quick confirmation of understanding after:
Role expectations
Lead management process
Coaching framework
Address misalignments or clarifications immediately
Open Discussion & Q&A
Open Discussion & Q&A
BDS raises concerns, questions, or blockers
Sales Manager provides clarification and direction
Reinforcement of support structure and expectations
Commitment & Next Steps
Commitment & Next Steps
Confirm onboarding action items:
Training completion expectations
First production milestones
Schedule first follow-up / performance check-in
Confirm mutual understanding of success criteria for next review
Closing Alignment Statement
Closing Alignment Statement
Reaffirm:
Expectations
Support structure
Accountability framework
Final confirmation of readiness to enter production environment
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