Today
This job has more moving parts than anyone can hold in their head at once, and when it overflows the result is freeze. So this page shows one thing to do, and everything else stays shut until you ask for it.
The doors you pull all day. Everything else is on Links .
Do these and the pipeline fills itself. Tick them off as you go; the list resets each day.
0 of 5 done
Pull 30 doors, 4 of them Snowflake-qualified
150 a week. The qualified four get five minutes of prep each so you walk in knowing the wedge.
Closes
Set 2 net-new FTAs before you wrap up
Ten a week, new businesses only. Log each one in Salesforce as a Task the moment you get it, then confirm the day before.
Next week
Make 25 cold calls
Fills the gaps between field stops. Calls today are doors tomorrow.
Pipeline
Record every customer interaction in Gong
Keeps you in the monthly drawings and makes your 1:1 coaching real instead of theoretical.
Drawings
Ask about Como wherever the conversation opens
Per net-new rooftop that closes with Como, no cap. See Incentives .
$750
Start from what went wrong, not from a department name. Type what you are seeing and the line to call filters down.
Three questions about the business in front of you. You get the track, the pitch, who owns the deal, and what it pays.
The walkthrough needs JavaScript. The same rules are written out on Quick Close .
So nothing on the calendar surprises you.
Monday : regional call, then cold-route knocking for momentum.Tuesday to Thursday : heavy days. Cold routes in the morning, Snowflake stops mid-morning and 2-4pm, FTAs at the owner's chosen times.Wednesday : adds the DM team call and the new hire rookie call.Friday : FTAs, follow-ups, installs, Como demos, one Gong review, referral asks, and next week's Snowflake 20.Weekly 1:1 : 30 to 45 minutes with your DM through pipeline and everything else.Monthly : super regional with everyone, replacing that week's regional, plus an in-person team event.
Seven stages. Tap any one for the rules that govern it.
Every one of these exists because a deal died without it. None of them take more than a minute to obey.
In Salesforce, as a Task, not an Event. Whoever logs an FTA on a prospect first owns it, including Inside Sales. Pipeline rules
On the Boarding page under Orders. Miss it and the install team cannot touch the deal, ever. Atlas rules
Never Add Opportunity for location two. New opportunity, new company name, its own MID. Atlas rules
"Robert", not "Bob", and never the owner's cell as the DBA phone. Most pends are self-inflicted. Pend prevention
A recent processing statement speeds underwriting and kills the automatic 5-day hold for no-history merchants. One-visit close
Restaurants go to a Dealer, Retail Complete goes to SRM, Essentials and Advanced you can keep. Routing a deal