The slow start to the year can make ambitious quarterly goals feel unattainable early on, hurting morale. Instead, set smaller, achievable monthly goals for January, February, and March. This approach builds momentum and keeps the team motivated.
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Just like in venture capital, personal and professional goals often follow a power law. Each month or quarter, one single accomplishment is typically worth more than all others combined. The key is to identify that 'one thing' and go all-in on it, rather than diluting focus across a long list of lesser goals.
Delaying compensation plans until after the fiscal year begins creates a vacuum where salespeople are unsure how to behave. This uncertainty paralyzes productivity and demotivates the team, wasting the energy generated by the sales kickoff (SKO).
To exceed sales targets, stop focusing on the final number. Instead, use math to reverse-engineer the quota into controllable daily and weekly activities. Consistently hitting these input goals will naturally lead to crushing the overall output goal without the associated pressure.
Don't use static KPIs. Every month, analyze the activity metrics of reps who successfully hit quota. Use this data to set the new KPIs for the entire team for the upcoming month. This ensures targets are based on proven success and increases team buy-in.
To avoid "set it and forget it" goal setting, Atlassian teams use a monthly ritual. They score progress on their OKRs and write a public, tweet-sized update. This lightweight, consistent practice ensures accountability, maintains visibility across the company, and prompts regular re-evaluation.
Don't try to fix everything at once. Inspired by the Theory of Constraints, identify the single biggest bottleneck in your revenue engine and dedicate 80% of your energy to solving it each quarter. Once unblocked, the system will reveal a new constraint to tackle next, creating a sustainable rhythm.
Sales reps often feel overwhelmed by their large annual number. The key is to break it down, subtract predictable existing business, and focus solely on the smaller, incremental revenue needed. This makes the goal feel achievable and maintains motivation.
Combat the tendency for teams to ease into the new year by anchoring them around what must be completed in the first month. This creates a "fast start," builds early conviction in the annual plan, and prevents playing catch-up in February and March.
Pursuing huge, multi-year goals creates a constant anxiety of not doing "enough." To combat this, break the grand vision into smaller, concrete milestones (e.g., "what does a win look like in 12 months?"). This makes progress measurable and shifts the guiding question from the paralyzing "Am I doing enough?" to the strategic "Is my work aligned with the long-term goal?"
Most salespeople wait until the new year to plan their first quarter. In contrast, elite performers use November to set Q1 revenue goals, calculate the required pipeline, and map out their initial actions, ensuring they start January already in full motion.
