WEEKLY CALENDAR

Tools:

Summary:

• Daily Themes:
• Monday:
• Leverage executive assistance tasks.
• Weekly preparation of NUDGE Reports & SFDC cleanup.
• Team Meeting - EIM / NUDGE Round Tables
• VP One-on-One’s (Coaching)
• General AXE & SFDC housekeeping.
• Tuesday:
• Leverage executive assistance tasks.
• Customer Meetings combined with Pre and Post meeting maintenance.
• General AXE & SFDC housekeeping.
• Wednesday:
• Leverage executive assistance tasks.
• Customer Meetings combined with Pre and Post meeting maintenance.
• General AXE & SFDC housekeeping.
• Thursday:
• Leverage executive assistance tasks.
• Customer Meetings combined with Pre and Post meeting maintenance.
• General AXE & SFDC housekeeping.
• Friday:
• Leverage executive assistance tasks.
• Weekly Training Session:
• CFO Prospect Business Case Financial Impact Analysis.
• Training Topic of the Week.
• Peer Review Meetings:
• Salesperson breakouts.
• Review active NUDGE & AXE’s
• Complete 5:15 Weekly Report
• Tools and Platforms:
• AXE / NUDGE / SFDC / Notion: Tools and platforms used for managing sales activities, customer relationships, and internal processes.
• Loom: A tool used for peer review and other tasks, for video communications and / or task management.
• Otter.ai: A tool used during customer conversations, for recording and transcribing meetings.

Sources:

The Challenger Sale - Matthew Dixon & Brent Adamson

Let’s Get Real or Let’s Not Play - Mahan Khalsa & Randy Illig

The Checklist Manifesto - Atul Gawande

Quotes:

“Unspoken expectations are premeditated resentments.” — Neil Strauss

"Before enlightenment, chop wood, carry water. After enlightenment, chop wood, carry water.” - Zen Proverb

“Communicate, communicate, and by the way, communicate.” - Sigal Barsade

“If you can’t measure it, you can’t manage it.” - W.E. Deming

“There is no formula for success—you just begin and then you continue. I’m often asked how to have a career in stand-up and the answer is confoundingly simple: Do the work. Over and over again, just do the work. After you build the courage to get onstage that first time, it’s all about repetition.” — Cameron Esposito