jraeglasgow / Matt-Jess

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Matt/Jess 1<>1 #4

Closed MattCase1 closed 2 years ago

MattCase1 commented 6 years ago

Weekly Agenda

Activity Meetings: 7 set, 2 held Events: Universe morning session starting @ 10:45 am, Enterprise Summit Vegas 22-25 Feedback Requests (How can I help/What are your blockers?) Goals (define once and iterate on quarterly) Day: hitting at least 2 accts/ day with 15 new contacts per. No less than 5 tailored/targeted emails/ day Month: hitting 150% of Quota BHAG: 14 for Oct, Quarter/Year: 41 Q3, Break into 1 of Elsmore's accts Personal Goals: become more flexible, Rep Specific Items to Cover (from Manager)

October 810 emails/138 calls made in Sept. 948 touches/ 30 working days = 31.6 touches/ day Pipeline for Nov: 19 working days: 30 new contacts into cadence + 5 strategic outbounds = 35/day 19 days = 665 touches + (10 calls / day 19 days) = 855 total touches for October to hit quota

Misc items for today/Oct

re work cadences this afternoon Create conversion campaign/ cadence by end of Universe ~17th

cc @jraeglasgow

MattCase1 commented 6 years ago

1<>1 10/8

Weekly Agenda

Activity Meetings: 8 set, 4 held Events: Universe morning session starting @ 10:45 am, Enterprise Summit Vegas 22-25 Feedback: Requests (How can I help/What are your blockers?): Need better cadences, re work or wait for approval of templates? Goals (define once and iterate on quarterly) Day: hitting at least 2 accts/ day with 15 new contacts per. No less than 5 tailored/targeted emails/ day Month: hitting 150% of Quota BHAG: 14 for Oct, Quarter/Year: 41 Q3, Break into 1 of Elsmore's accts Personal Goals: become more flexible (not there yet) Rep Specific Items to Cover (from Manager)

October 810 emails/138 calls made in Sept. 948 touches/ 30 working days = 31.6 touches/ day Pipeline for Nov: 19 working days: 30 new contacts into cadence + 5 strategic outbounds = 35/day 19 days = 665 touches + (10 calls / day 19 days) = 855 total touches for October to hit quota

Misc items for today/Oct

Create conversion campaign/ cadence by end of Universe ~17th

jraeglasgow commented 6 years ago
MattCase1 commented 6 years ago

Hitting Quota:

10 Calls/ day. 15 new prospects in sequences/ day. 5 specific targeted emails/ day.

PTO -> End of year: Nov: 0 Dec: TBD

MattCase1 commented 5 years ago

11/30 1:1

Top of Mind: Performance Quota 2019 Career Path

Feedback for me? AFDs?

MattCase1 commented 5 years ago

1<>1 Jan 9th

Numbers/Activity: 5 set, 0 Held/ 124 Deliveries, 51 Calls

Feedback for me?

Career Path: Phase 2 - 3 > CSR

jraeglasgow commented 5 years ago

SQL Dashboard

MattCase1 commented 5 years ago

1<> Jan 25

Meetings - 6 Set, 10 Held, Activity - 74 deliveries - plan to have 2x by end of day Next week - 4x activity to build pipe for Feb given short month (scheduled deliveries during SKO)

Ongoing success and exciting active conversations with ITS, Cloud Services, Innovation, Advisory, Platforms and Data Science at Deloitte Account Tier should be finished by Monday Jan 28th

Feedback?

jraeglasgow commented 5 years ago

Activity 1.14.19 Week screen shot 2019-01-25 at 8 32 19 am

Activity 1.22.19 Week

screen shot 2019-01-25 at 8 33 10 am

MattCase1 commented 5 years ago

1<>1 3.4.19

Meetings: 2 set, 1 held. re-visiting account sheet - starting fresh

Feedback?

jraeglasgow commented 5 years ago

Jess's Suggestion:

jraeglasgow commented 5 years ago

TIAA