
How Coaching Transforms Sales Performance and Culture (Ask Jeb)
04/02/25 • 13 min
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Q1 Sales Performance Gut Check (Money Monday)
This is a very important Monday because this is the first Monday of the second quarter, and it’s time for a major gut check and assessment of where you are against your number coming out of Q1, and what you need to adjust and think about as we move into Q2. Start with setting aside a dedicated, focused time block of one to two hours for reviewing your: Q1 Results Current state of your pipeline 2025 goals & personal business plan Evaluate Your Q1 Performance Against Your Sales Goals Begin with an honest evaluation of your Q1 sales performance. It’s likely that your performance falls into one of three scenarios: You Crushed It – You had a killer quarter, blew away your goals, and you are walking on cloud nine. You Hit Quota – You're on track and right where you are supposed to be against your number You are in trouble – You missed your number, are behind quota, and are feeling the pressure. Incredible Quarter. Crushing It! If You Crushed It, and you’re on the top of the ranking report: Congratulations, this is exactly where you want to be at the end of Q1. Being ahead of your number now is an insurance policy against unforeseen setbacks in the future. It also can make life much easier if your sales plan and quota gets bigger in the back half of the year as many do. The most important thing you can do right now is conduct a deep dive analysis of your pipeline. It’s not unusual to work hard to close so many deals at the end of the quarter that you start off in a weak position at the beginning of the quarter. Get your calculator out and do the math on how much you need in your pipeline to crush your Q2 number. Then get to work immediately building the pipe you need to hit that goal. Do not wait to do this. With a great quarter behind you, the temptation will be there to take a breather and take your foot off of the accelerator. After all, you deserve it. But be very careful because if your pipeline needs work, the failure to take immediate action will come back to bite you. If you feel a bit burned out from working so hard to deliver such a great quarter, it might make sense to take a few days off to rest, recover, and recommit to your goals or raise the bar with stretch goals. You’ve set the foundation for what could be a massive year and a trip to the President’s Club. Take advantage of what you accomplished in Q1 to get even better in Q2. On Quota. On Track. If you hit your quota in Q1 and ended up right where you should be: Nice job! Quota isn’t easy to achieve. You’ve executed and done exactly what your company asked you to do. You’ve kept your promise. Your biggest challenge now is that it's not going to get any easier as the year progresses. You'll need to keep executing and keep grinding. For you, this is a good time to step back and take a look at what is working well for you, where you can improve, and where you might have gotten off track. It’s a good time to reacquaint yourself with the basics and fundamentals that create success in both sales and your industry. Of course, after battling it out in Q1 you may need to refill your tank. This is the perfect time to double down on investing in yourself. With so much volatility in the market place at the moment, I highly recommend listening to my book Selling in a Crisis on Audible or Spotify or taking my courses on Selling During Uncertainty on Sales Gravy University. I’ve always found that investing in myself and learning gives me a boost of energy and motivation when I need it the most. Bad Quarter, In Trouble If you had a bad Q1 and you are behind your number, then you are likely in trouble and are feeling the pressure. You might already have been put on a plan, which is not fun. The good news is that this is survivable, if you choose to survive. I know this isn’t where you want to be. No one tanks their sales number on purpose. But where you are now is almost always a result of small s...
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How Sales Reps Should Break the Rules
All’s fair in love and war—and sales. At the end of the day, what really matters is whether the deal closed or if you were left holding the bag. Did you make quota this quarter? Did you crush your numbers? Or did you fall short? If you missed quota, chances are you played it too safe. You followed the so-called 'best practices'—the ones that average reps cling to. Top performers don’t just follow the playbook. They know when to bend the rules, take calculated risks, and do what it takes to win. Be a Pattern Breaker The greatest don’t stick to rules and expectations. They forge their own path in a sea of conformity. They constantly reinvent themselves and their practices to push boundaries and find new ways to win. What you won’t see is an elite sales rep following the same script day after day and struggling to escape mediocrity. As venture capitalist Mike Maples Jr. put it on this week’s Sales Gravy Podcast, “People who are winning are the ones who change the rules and tell people how to think about it.” Now’s the time to shake up your own sales routine and adopt the practices of Ultra High Performers. Fanatically Prospect You don’t have an option—prospect every day, or get left behind. The pipe is life. If you’re not feeding it, you’re starving. Fanatical prospectors don’t just carve out time—they demand it. Every single day. You make calls, period. Distractions? They don’t exist. But too many sales reps think they need to follow traditional suggestions: Prioritize research over calls; call when you think your prospects will be available; warm leads up with social touches and emails. These “rules” are screaming to be broken. There’s no room in sales to avoid cold calling. The telephone is still the single most powerful weapon you have when it comes to selling. Sure, the norm is to hate cold calling, avoid the phone, and send out dozens of emails because it’s easy. Rule breakers don’t do easy—they’re on the phone every day. The best reps value prospecting and know that—even when they’re closing deals—they need to be watching out for tomorrow. Mediocre reps make fewer calls, qualify fewer prospects, and close fewer deals. Don’t be mediocre. Ruthlessly Disqualify; Pursue Those Who Will Buy Never waste your time on a prospect who simply won't pull the trigger. There are lots of tire kickers out there who will intentionally or unintentionally waste your time. Recognize early the deals that will never be done. Most sales reps chase every lead because they’re told to ‘always be closing.’ The best reps break that rule by disqualifying early. Be intentional in your discovery; ask all pertinent questions before spending precious time wooing a lead. You don’t have time to find out weeks down the road that your prospect wasn’t the decision maker or that there’s no budget for the deal. You can even disqualify before you start prospecting. When generating cold calling lists, zero in on a subset of your market that is most likely to buy—don’t squander energy parsing through every single business simply to tell your boss you called everyone. Jerome, a media rep in Texas, covered all of Austin. Instead of cold calling tens of thousands of businesses, he zeroed in on the ones most likely to be in the market for his services and who could afford them. He weaned out businesses that weren’t strictly his target demographic and saved himself thousands of useless calls. Break the norm by cutting deadweight fast. Play the Long Game Mediocre reps make useless calls and let the fear of annoying prospects sabotage their follow up game. Forget the outdated advice about not being ‘too persistent.’ Elite pros break that rule and keep showing up until they hear ‘yes’ or ‘no.’ They bend the rules of social niceties (i.e. don’t annoy your prospect) and keep calling, no matter how long it takes. Xant found that 50% of sales happen after the 5th follow-up,
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