Quarterly Goal Update (by quarter)
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Zoe Parker | 2023 Progress to Goal
Annual Goals
Weekly 1:1s with direct reports
Schedule on site with top five customers with renewal dates in next two quarters
Fill open roles as quickly as possible
Pipeline 2x monthly quota with 75+ % close probability
90+ satisfaction score from Sales KO + Quarterly Sales Meetings
Attend sales pitch for deals over $100k
Q1 Progress to Goal
Weekly 1:1s with direct reports π’
Schedule on site with top five customers with renewals in late Q1 / early Q2. π’
Fill open sales mrg role π‘
Narrowed down to top 3 candidates. Hope to fill in next 30 days.
Pipeline 2x monthly quota with 75+ close probability π‘
Pipeline 2x with 68% probability
90+ satisfaction score from Sales Kick-Off π’
Great KO this year. Survey results yielded interesting topics for mid-year meeting. Will start planning shortly.
Attend sales pitch for deals over $100k π’
Q2 Progress to Goal
Weekly 1:1s with direct reports π’
Schedule on site with top five customers with renewals in Q2 / Q3
π’
Fill open sales mrg role π’
Randall Pierce, start date 3/1
Pipeline 2x monthly quota with 75+ close probability π‘
Pipeline 1.5x with 73% probability
Begin planning mid year sales meeting
π‘
Attend sales pitch for deals over $100k π’
Q3 Update
Weekly 1:1s with direct reports π΄
Schedule on site with top five customers with renewal dates in next two quarters π’
Fill open roles as quickly as possible
Pipeline 2x monthly quota with 75+ % close probability
90+ satisfaction score from Sales KO + Quarterly Sales Meetings
Attend sales pitch for deals over $100k
Zoe Parker | 2023 Progress to Goal