How to Crush Q3

Today our focus is on 📈 The Power of Quarterly Business Reviews (QBR) and the Magic of Strategy Shifts 🌙

One of the things I love most about finishing a quarter and starting a new one is the moment to PAUSE. 

It's a time to look back to see what happened... good, bad, and ugly. And then make a plan for this quarter. 🎉🎉

🔍 Why Looking Back Matters for Moving Forward 🚀

When it comes to our QBR, we know it's easy to get caught up in the daily hustle, chasing those targets and logging those calls. But here's the deal: taking a step back and reflecting on the past is just as crucial for our future success. 📆

By diving deep into our QBR, we can uncover valuable insights that shape our strategy moving forward. 🎯 It's not just about working harder or doing more—it's about working smarter and more effectively. And that's where the magic happens! ✨

💡 Recognizing the Need for a Strategy Shift 🔄

Sometimes, despite our best efforts, we find ourselves hitting roadblocks or not getting the results we desire. That's when a strategy shift becomes the game-changer we need! 🎮

Think about it: when our activity numbers are through the roof, but the outcomes aren't aligning, it's a clear sign that something needs to change. 🚦 Maybe it's time to explore new prospecting techniques, refine our messaging, or explore untapped markets. 🌍

🎯 Setting the Stage for Success: A Winning QBR 🌟

So, how can we make the most out of our QBRs? Here are a few tips to get you started:

1️⃣ Analyze, Analyze, Analyze: Dive deep into the data and identify trends, patterns, and areas of improvement. 📊

2️⃣ Celebrate the Wins: Acknowledge your achievements and the efforts that brought you success. 🎉

3️⃣ Identify Opportunities: Look for gaps, untapped markets, and potential strategy shifts that can propel you to new heights. 🔍

4️⃣ Collaborate and Learn: Share insights, exchange ideas, and learn from your peers. Together, we're unstoppable! 👥

💡 What a Comprehensive QBR Should Include 📊

Let's break it down and see what a winning QBR should consist of for both our Prospecting and AE teams:

🎯 Prospecting Team's QBR Highlights 🌟

✅ Goals and Achievements: Assess your goals and track what you achieved. Did you hit those targets or exceed them? Celebrate those wins! 🎉

✅ Strategy Evaluation: Reflect on the strategies you implemented. What worked well and drove results? Identify areas that need improvement or adjustment.

✅ Activity Numbers: Dive into the numbers that contribute to your prospecting efforts. How many contacts, emails, calls, LinkedIn engagements, and video messages did you make? Analyze their impact on your outcomes.

✅ Goal Setting: Set new goals for the upcoming quarter. Define your strategy to achieve them, and establish the specific numbers you aim to reach.

🚀 AE Team's QBR Highlights 🌟

✅ Goals and Achievements: Evaluate your performance against quota, closed-won revenue, meetings held, deals won, and deals lost. Acknowledge your successes and areas for improvement.

✅ Strategy Assessment: Analyze the strategies you employed. Identify what worked well and what didn't, and determine necessary adjustments moving forward.

✅ Pipeline Insights: Assess the number of deals initiated during the quarter and the current value of your pipeline. Explore your percentage of quota achieved, held-to-close ratio, average deal size, and average sales cycle.

✅ Next Quarter Goals: Define your new quota for the upcoming quarter and discuss how you plan to achieve it with your existing pipeline. Determine the amount of new pipeline needed to reach your goals. Establish clear timelines for deal progression based on your sales cycle.

✅ Strategy Shifts: Outline your strategy changes for the next quarter. Identify new sources for generating deals and highlight what will be different from the previous quarter. Emphasize the activity numbers that will support your goal attainment.

🚀 So, Let's Crush It! 💪

Remember, the QBR is our golden opportunity to fine-tune our sales machine, recharge our batteries, and set the stage for an amazing quarter ahead. It's not just about hard work; it's about working smart, adapting, and evolving. 📈

 Let's embrace the power of strategy shifts and the magic of reflection as we blaze a trail of success. Together, we'll reach new heights and achieve greatness! 🚀✨