Build an account plan for a public logistics company we are targeting. Pull priorities from its latest annual report and last two earnings calls, recent leadership hires, open data engineering roles, and who likely approves a software purchase.
Read these 40 win and loss interview transcripts and the last six months of public reviews for us and two competitors. Group the reasons people buy and leave, with quotes, and split them by company size.
Using this account list with revenue potential and last year's bookings, search ways to split 1,200 accounts across 14 reps until potential per rep balances within 5%, and compare the best split with splits by region and by industry. Show the spread of potential and account count per rep.
Find US fintech companies with 200 to 2,000 employees that raised funding in the last 90 days or posted a head of revenue operations role. Note the signal, date and link for each.
Search the 30 questions buyers ask about expense management software. Record which brands and pages appear for each, and flag questions where our competitors appear and we do not.
Every Friday, compare this quarter's committed and likely deals in Salesforce with last week. List deals that changed stage, close date or amount, and flag deals with no activity in 21 days.
For each account in this sheet, draft a short first email that mentions their signal and one problem we solve for companies like them. I will review each one before it goes out.
Each week, check our four competitors' pricing pages, product announcements, press releases and job posts. Summarize what changed and what it may signal.
Using all deals created in the last four quarters, show conversion and median days between each stage, split by segment and lead source.
Prep me for tomorrow's 2pm call with this prospect. Pull our email thread, notes from the last meeting, the open deal in our CRM and any news about them this month.
We launch usage-based pricing next month. Pull press and analyst coverage of usage-based pricing in our category, how three competitors price it, and proof points from our customer stories. Then make a 10-slide deck for sales.
Apply our proposed plan, with a 1.8x rate above 100% of quota, to last year's rep attainment from this spreadsheet. Compare total payout and the spread of pay with the current plan.
Every Monday, check our three main competitors' pricing pages, release notes and new reviews. Update our battlecard sheet with anything that changed and keep the old value.
Use this export of campaign touches and last year's closed deals in Salesforce. Compare first-touch, last-touch and time-decay credit by channel, and explain where they disagree.
Check every open deal in HubSpot for close dates in the past, missing amounts, missing next steps and duplicate deals on the same account. List each issue with the deal owner.
List this prospect's patent filings from the last three years, group them by topic, and note which topics match problems our product solves.
Each month, search new patent filings from our three main competitors and summarize any that relate to features we market.
Open our capacity model workbook, apply the three hiring scenarios in this sheet, and record bookings and cost for each.
