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 🟒
  • Schedule on site with top five customers with renewals in late Q1 / early Q2. 🟒
  • Fill open sales mrg role 🟑
  • Narrowed down to top 3 candidates. Hope to fill in next 30 days.
  • Pipeline 2x monthly quota with 75+ close probability 🟑
  • Pipeline 2x with 68% probability
  • 90+ satisfaction score from Sales Kick-Off 🟒
  • Great KO this year. Survey results yielded interesting topics for mid-year meeting. Will start planning shortly.
  • Attend sales pitch for deals over $100k 🟒


Q2 Progress to Goal

  • Weekly 1:1s with direct reports 🟒
  • Schedule on site with top five customers with renewals in Q2 / Q3 🟒
  • Fill open sales mrg role 🟒
  • Randall Pierce, start date 3/1
  • Pipeline 2x monthly quota with 75+ close probability 🟑
  • Pipeline 1.5x with 73% probability
  • Begin planning mid year sales meeting 🟑
  • Attend sales pitch for deals over $100k 🟒

Q3 Update

  • Weekly 1:1s with direct reports πŸ”΄

  • 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