Welcome Aboard!
"Nothing happens until someone sells something"
- Henry Ford
Congratulations! Whether this is your first sales job or your fifth, we’re excited you’re here and want to make sure you have all the tools you need to succeed. This Playbook represents the collective experiences of dozens of the industry’s top sales professionals. Follow the modules in order, complete the worksheets and you’ll be well on your way to earning the coveted “Rookie Of The Year” award.
What's My Role?
Salespeople go by many names; reps, consultants, engineers, and too many more to mention. No matter what your job title says, make no mistake, it’s all about making it rain. The rest of the company is counting on you to bring in new business so everyone thrives & grows together.
It’s up to you to organize your time to engage in leading behaviors like outbound calling, networking groups, trade associations, and handling inbound leads. Well-organized salespeople are able to maximize their time to drive amazing results for themselves and their companies.
Daily Activities
We all get the same 24 hours in the day. By learning from some of the best in the business, you’ll become a time ninja, easily able to delegate tasks or ask for help instead of trying to do everything yourself.
A well-disciplined salesperson writes everything down and keeps a constantly updated calendar and the customer relationship management (CRM) system current at all times.
No matter if you’re a morning person or a night owl, time management is critical to your success as a salesperson. There is no more precious resource than time. Waste it at your own peril.
Here’s a sample schedule of an A Player salesperson. What can you learn from their routine?
5:00 AM
Wake Up
5:15 AM
Coffee, check local, national, and sporting news
6:00 AM
Workout
7:00 AM
Shower and get dressed
7:30 AM
Breakfast and drive to first sales appointment
8:00 AM
Daily huddle and check the CRM for overnight inbound leads
8:15 AM
First consult (send immediate recap)
10:30 AM
Second consult (send immediate recap)
12:00 PM
Lunch with prospects, referral sources, or mentors. Otherwise grab a quick protein bar.
1:00 PM
Third consult
3:00 PM
Return calls and check CRM for morning inbound leads
5:00 PM
Attend happy hour or other networking function
6:30 PM
Home for family dinner
Key Performance Indicators (KPIs)
No matter the game, we have to know how to keep score. In sales, your revenue number is the easiest measure of your performance. There are numerous KPIs that go into a sale including:
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Outbound Calls
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Networking Events
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Trade Association Meetings
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Number of Proposals Generated
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Close Rate
By focusing on lead behaviors like the examples listed above, you’ll engineer a winning game vs. wondering why you lost after it’s too late.
Homework Assignment:
As you move into the next module, Goal Setting, work with your manager to define your KPIs and how to keep the score at your company.

