Ineffective leaders use Quarterly Business Reviews to demonstrate their power by grilling reps. Great leaders use a single deal review as a live coaching session for the entire sales floor, knowing one person's mistake is likely a problem for hundreds of others.
Promoting top individual contributors into management often backfires. Their competitive nature, which drove individual success, makes it hard to share tips, empathize with struggling team members, or handle interpersonal issues, turning a perceived win-win into a lose-lose situation.
To enforce role clarity, the second-line manager should assess each rep's skills and co-create their development plan. Accountability is key: during a QBR, the CRO should question the second-line manager first about a struggling rep’s development plan, shifting their focus from pure forecasting to strategic talent growth.
Underperforming sales reps are not failures; they often lack proper coaching or strategic frameworks. Investing in their development can transform these reps from liabilities into consistent performers, saving the high costs associated with turnover and re-hiring.
A sales leader's job isn't to ask their team how to sell more; it's to find the answers themselves by joining sales calls. Leaders must directly hear customer objections and see reps' mistakes to understand what's really happening. The burden of finding the solution is on the leader.
Sales leaders must identify reps who focus all their energy on one large, one-time deal, neglecting future pipeline. This "flash in the pan" behavior leads to inconsistent performance. The solution is coaching consistent, daily activities that sustain long-term success.
A sales leader's value isn't in managing from headquarters. It's in being on the front lines, personally engaging in the most challenging deals to figure out the winning sales motion. Only after living in the field and closing landmark deals can they effectively build a playbook and teach the team.
Many leaders enter QBRs seeking praise for their team's activities. The crucial mindset shift is from seeking validation to taking responsibility for the business's health. This means having the courage to present uncomfortable truths revealed by data, even if it challenges the status quo.
Annual or quarterly performance reviews are high-pressure, judgmental events that create fear. A more effective approach is to reframe management as coaching. This means providing frequent, trust-based feedback focused on developing an employee's long-term potential, rather than simply rating their past performance.
Many leaders mistakenly manage their team as a single entity, delivering one-size-fits-all messages in team meetings. This fails because each person is unique. True connection and performance improvement begin by understanding and connecting with each salesperson on a one-on-one basis first.
A well-designed management operating rhythm for forecasting and QBRs isn't seen as punitive by top sales teams. Much like an athlete's game-day routine, this structure provides a predictable framework that enables peak performance. Its absence creates chaos, while its presence is a hallmark of a championship-level team.