Sales management guides for team leads: planning the year, setting fair targets, running the weekly meeting and sharing leads evenly.
4 guides
4 guides shown
Sales team management7 min read
Round robin lead distribution hands each new lead to the next rep in turn, so every enquiry gets an owner and every rep a fair share. Here is how the rotation really behaves, its weak spots and how to check it stays fair.
Sales team management7 min read
A weekly sales meeting agenda that fits in 30 minutes and spends most of them on the deals that are stuck. It comes with a copy-ready template, a preparation checklist and a shorter version for field teams.
Sales team management7 min read
How to set sales targets that still make sense in June: start from the revenue you need, work backwards to deals, opportunities and leads, then test the number against your team and your lead supply. A full worked example in rupees is included.
Sales team management8 min read
A sales plan template that starts from what this year's records already tell you, not from last year's revenue plus a percentage. Five review questions, a one-page plan you can copy and a worked example for a small Indian team.
A sales team runs on a few routines done well: a plan for the year, targets people believe, a weekly meeting that changes what happens next, and a fair way of sharing new leads. When any of them slips, the symptoms show up as missed numbers, but the cause is usually the routine.
These guides are written for team leads and founders who manage sellers without a sales operations department. You will find a sales plan template built from this year's data, a worked method for setting sales targets, a weekly sales meeting agenda with timings, and a clear explanation of round robin lead distribution, including how to check it stays fair. Each guide gives you something to use in your next meeting rather than theory to read later.
Most teams get the biggest gain from fixing one routine at a time. If targets feel random, start with the target-setting guide. If the weekly meeting drifts, use the agenda for four weeks. If reps argue about who got the good leads, read the round robin guide and agree the rules openly before changing any settings.
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