Build Your Sales Operating System

Session Overview

Top performers don’t wing it, they build systems that drive repeatable success. This session helps reps establish clear goals, daily behaviors, and a personalized system that aligns with how they work best. It’s about setting a strong foundation and removing the guesswork so reps can focus on execution and impact. Agenda: Define personal sales goals & benchmarks Identify high-impact daily and weekly habits Build a simple personal CRM/task system Align sales activities to goals and quota Practice: designing your personal sales rhythm Key Outcomes: Clear alignment between activity and results Sustainable workflows that support long-term success Increased ownership, consistency, and focus Deliverables: Sales OS Builder Template Personal Weekly Success Tracker Goal & Activity Alignment Framework