Articles and insights
20 articles
Maximize sales productivity through operational excellence. Streamline processes, eliminate waste, and help reps spend more time selling.
Evaluate your sales tools to eliminate waste and maximize ROI. Framework for auditing, consolidating, and optimizing your tech stack.
Design a smooth client onboarding process that sets customers up for success. Checklists, timelines, and templates for effective handoffs.
Build an efficient deal desk process for pricing, discounting, and non-standard terms. Speed up approvals without losing control.
Create a searchable knowledge base for your sales team. Document processes, answer FAQs, and preserve institutional knowledge.
Build a sales content library that gets used. Organize battlecards, case studies, and templates for easy access and maximum impact.
Build a transparent compensation tracking system. Calculate commissions, handle splits, and keep reps motivated with clear earnings visibility.
Design seamless handoffs between SDR and AE, and Sales and Customer Success. Templates and best practices for smooth transitions.
Master CRM hygiene and get maximum value from your sales data. Data quality standards, process compliance, and adoption strategies.
Master sales forecasting with proven methodologies. Learn stage-weighted, deal-by-deal, and AI-assisted forecasting approaches.
Design quotas that motivate performance without demotivating your team. Frameworks for top-down and bottom-up quota planning.
Create effective sales territories that maximize market coverage while ensuring fair opportunity distribution. Frameworks, tools, and best practices.
A complete sales onboarding program to get new reps productive quickly. Day-by-day checklists, training modules, and success metrics.
Templates for pipeline reviews, team meetings, 1:1s, and forecasting sessions. Run meetings that drive results, not waste time.
Build sales reports and dashboards that actually get used. Learn what to measure, how to visualize it, and how to drive action from data.
Document your sales process so anyone can follow it. Templates and frameworks for creating actionable, maintainable process documentation.
Create a powerful pipeline tracking system in Notion. Database setup, kanban views, forecasting, and team dashboards for sales visibility.
Build a practical sales playbook your team will reference daily. Templates, frameworks, and examples for documenting your winning process.
Master the core principles of sales operations. Learn how to build processes, systems, and metrics that drive predictable revenue growth.
Build the ultimate sales workspace in Notion. Templates, databases, and workflows to manage your entire sales operation in one place.