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🔑 Performance on Selling Activities
Detail some highlights and information from each of these activities since our last touchpoint.
Calls
Emails sent
Demos
In-person meetings
Proposals
⛔️ Roadblocks
Note any roadblocks from the activities above.
📢 Feedback
If you think one of your team members can improve on something, tell them why and educate!
📈Detailed Action Plan
Set expectations and goals for the next quarter (or a specific time period) and discuss an action plan to meet those goals.
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