📨 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
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