Effective Organization and Information for Pipeline Reviews

Join Sales Assembly and Ryan Staley, Founder & CEO at Whale Boss, as we hone into Deal Qualification as a skill.
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Attending this Program will help you get closer to achieving this Skill badge.

PROGRAM DESCRIPTION

Join Sales Assembly and Ryan Staley, Founder & CEO at Whale Boss, as we hone into Deal Qualification as a skill. This program will cover the anatomy of a successful internal QBR presentation and provide tips and tricks on researching information, scheduling time to prepare while keeping revenue-generating activities going, and best practices for presenting the data for an accurate projection.

PROGRAM TAKEAWAYS

  1. Provide a 30/60/90-day revenue commit during pipeline reviews to demonstrate proactivity and longer-term visibility.
  2. Analyze your largest deals and fastest cycles to identify sweet spots for prioritizing high-value opportunities. 
  3. Invest time in developing AI skills, as employers are willing to pay a premium for sales reps with this expertise.

GENERAL PROGRAM INFO

This module is part of the Skill Certification Program. The content of each module is designed and facilitated by the Thought Leader in collaboration with Sales Assembly. All Thought Leaders are guided and coached to tap into the foundational elements and strategies needed to develop the necessary proficiency to perform within the role in practice as part of the B2B Tech space. To earn your certification, you need to complete all required modules and fulfill participation requirements. Modules can be completed in any order and at your own pace, offering flexibility to fit your schedule.

*Certification Programs do not have an enforced order or limit on timeframe for completion.

ADDITIONAL INFO TO KNOW

This program is open to all employees of SA member companies. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email lissie@salesassembly.com.

All registrants of this program comply with our Terms and Conditions.