Closed MattCase1 closed 2 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
Hitting Quota:
10 Calls/ day. 15 new prospects in sequences/ day. 5 specific targeted emails/ day.
PTO -> End of year: Nov: 0 Dec: TBD
11/30 1:1
Top of Mind: Performance Quota 2019 Career Path
Feedback for me? AFDs?
1<>1 Jan 9th
Numbers/Activity: 5 set, 0 Held/ 124 Deliveries, 51 Calls
Feedback for me?
Career Path: Phase 2 - 3 > CSR
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?
Activity 1.14.19 Week
Activity 1.22.19 Week
1<>1 3.4.19
Meetings: 2 set, 1 held. re-visiting account sheet - starting fresh
Feedback?
Jess's Suggestion:
TIAA
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