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To conduct a structured self-review, identify 20 key sales elements—from mindset to closing—and rate yourself from 1 to 5 on each. This creates a 100-point scale that clearly highlights your top-performing areas (the 5s to double down on) and your most critical development needs (the 2s and 3s).
Many reps know their calls are recorded for managers, but few take the initiative to self-assess their performance. Top performers proactively review their own "game film" to identify areas for improvement, rather than passively waiting for feedback from their coach.
To break the 'crush it or drown' cycle, perform a structured quarterly audit of your activities. Identify what worked (seeds), what failed (weeds), and what you should start doing (needs). This reveals the specific behaviors driving your results.
View metrics like call volume and conversion rates not just as numbers for your manager, but as your personal scoreboard. This perspective provides immediate, unbiased feedback on your own performance. It shifts the focus from external pressure to internal analysis, empowering you to identify weak spots and take ownership of your improvement.
Instead of only tracking final sales, use a detailed system to code every interaction (e.g., opportunity found, pitch made, closed/not closed). This data reveals the precise bottleneck in a salesperson's process—be it prospecting, pitching, or closing—allowing for targeted, effective coaching.
To fix performance issues, managers can facilitate a team-based retrospective. The 'Seeds, Weeds, Needs' framework helps reps identify what worked (Seeds), what was ineffective (Weeds), and what new actions are required (Needs). This empowers the team to collaboratively diagnose and solve its own problems.
Viewing quota as a lagging indicator, Figma's CRO warns that managing to the number creates "lazy leadership." Performance management should instead center on a detailed framework of inputs: behaviors (e.g., collaboration) and competencies (e.g., discovery skills), giving a real-time view of a rep's effectiveness.
When results lag, avoid throwing out your entire sales strategy. Instead, diagnose the problem by examining the micro-activities: your follow-up cadence, value proposition messaging, ICP definition, and questions asked. Often, a small tweak to one component is all that's needed to fix the macro problem.
To identify weak points in your sales process, conduct a 'friction audit' by scoring yourself on seven key factors: clarity, speed, effort, progress, packaging, certainty, and reliability. This quick self-assessment reveals whether you are making the buying process easier or more difficult for your customers.
Ask a candidate to rate their sales ability on a 1-10 scale. Then, ask what specific skill, if mastered, would move them up one point. This trick question forces them to reveal a genuine area for improvement, demonstrating self-awareness and coachability.
Mid-year, review your performance as if you were an opposing football team. Identify your predictable strengths that a competitor would want to neutralize and your weaknesses they would exploit. This objective analysis reveals areas for improvement and opportunities to leverage.