📨 Weekly Reminder - every Friday
Every Friday, sales reps using QuarterOne will receive an email of their latest pipeline and a list of deals to investigate.
Customers on an Essential Plan will receive a detailed overview of their pipeline with quick links to update individual deals.
Customers on a Free Plan will receive a summary update only.
🛠️ End-of-week Cleanup
Add closed dates to every deal in your pipeline.
Close won awarded deals
Close lost stalled and cancelled opportunities
Update close dates, amounts and stages for changes to open deals
📈Run Reports - every Monday am
Prepare reports for your next sales meeting
Look at the current pipeline (Pipeline performance) and what's changed (Deal slippage) since the last update.
Save a new baseline in QuarterOne as reference point for the next sales meeting.
📅 Sales Meeting - every Monday pm
Pipeline updates - Wins/loses, what's new & latest metrics
Discuss roadblocks and obstacles to closing deals
Agree action points