Monthly Meeting Targets

• 20 qualified new prospect meetings booked

• 15 meetings minimum must show (75% show rate)

• $4,000 in closed deal participation

  • Through meeting attendance

  • Deal support and follow-up

  • Pipeline progression support

• NOTE: Goal 1 for team progression is Chris calendar having 20+ sales meetings per week via Automations, Sales Associate & Leadership team activity

Daily Activities & Reporting

Inbound Lead Response

• 1-hour maximum response time (Chris taking initial calls whenever available)

• Complete 5-tier qualification form

• Real-time CRM updates

• Follow pipeline processes

Daily Sales Metrics Report (Post in Slack by 5pm)

Copy

Today's Numbers: - Meetings Booked: [X] - Meetings Completed: [X] - Calls Made: [X] - Key Opportunities: [Brief note]

Outbound Activities

• Minimum daily call activities TBD based on campaign strategy

• Daily Outbound Call and Campaign Time starting Dec latest

• Regular updates to requirements based on team needs

Core Responsibilities

Meeting Management

• Book and confirm appointments

• Send calendar invites with proper notes

• Chase and reschedule no-shows

• Shadow sales calls for booked meetings

Deal Support

• Maintain opportunity records

• Update deal Slack channels

• Support follow-up communication

• Help with additional qualification

• Track pipeline movement

Documentation

• Complete qualification forms

• Update CRM records

• Document call notes (Meetgeek assisted)

• Track follow-up tasks

Important Notes

• Commission structure and rules updated monthly

• Changes communicated via email

• Updates announced in sales meetings

• Expect regular adjustments to targets and KPIs

Tools & Resources

• CRM System

• Calendar scheduling

• Slack channels

• Sales enablement materials

• Team support and training