Sales Velocity Toolkit

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Pilot Sales Velocity: partner with the Project Management office to collaborate on oversight for enterprise level applications upgrades and implementations.

More Uses of the Sales Velocity Toolkit:

  • Pilot Sales Velocity: monitor, review and analyze all key metrics for client portfolio revenue, profitability, channel mix, client recovery, Sales Velocity, etc.

  • Be certain that your operation complies; as an all round product expertise, you navigate through the full sales cycle, from doing technology deep dives and leading proof of concepts, to leading workshops and generating feedback.

  • Evaluate Sales Velocity: proactively schedules calls with the sales team and clients to ensure implementation/materials are in order to maximize the success/program completion.

  • Manage relationships with customers at all levels enable parallel top down sales through executive relationships and bottoms up sales through teams.

  • Evaluate Performance with key metrics and provide one on one coaching with sales agents as a team or one on one.

  • Ensure you establish; lead the design, development, customization and timely execution of proactive Customer Success pre sales engagements and solutions.

  • Coordinate Sales Velocity: continually improve your sales skills through training and mentorship with your account executives.

  • Support Enterprise Sales executives with Solution Selling into your prospect account base.

  • Manage with unwavering commitment to develop and deliver accurate and timely weekly, monthly, quarterly and annual Sales Forecasts.

  • Be accountable for working closely with Marketing And Sales colleagues to ensure that effective campaigns are developed for key titles.

  • Quote and prepare sales invoices and record orders in SugarCRM.

  • Optimize existing sales tools, identify need for new tools and proactively implement Process Improvements for all sales tools.

  • Ensure you have sales and Business Development expertise, able to develop and deliver messaging and drive continued Customer Success along with program growth.

  • Coordinate Sales Velocity: work alongside the direct sales and channel sales team to identify partnership opportunities that help drive partner enabled and influenced customer leads and channel growth.

  • Provide deal structure guidance and creative solutions by fully understanding billing systems, various licensing models, deal structures, and pricing to support to the sales organization while maintaining internal pricing standards.

  • Keep abreast of market and competitive activity; recommend actions in areas where competitor activities are having a negative impact on sales goals.

  • Confirm your strategy ensures Business Growth by managing annual Marketing And Sales plan; develops and maintains business relationships with customers, develops new business partners and alliances for thE Business segment or small geography.

  • Drive Sales Velocity: direct market Data Gathering and analyzing data for use in developing Marketing And Sales strategies to maximize roi.

  • Provide sales support through advanced Technical Support related to design validation, customer trials, demos and application testing/staging.

  • Confirm your organization complies; Sales Strategies develop effective and specific account plans to ensure revenue target delivery and sustainable growth.

  • Make sure that your enterprise develops effective service and Sales Strategies to promote products and services to meet or exceed individual and team based goals.

  • Control Sales Velocity: chief technologist partner closely with sales leaders to drive the strategic technology capabilities that deliver long term value for customers.

  • Establish Sales Velocity: partner with sales on account planning to secure renewals, exploit expansion opportunities.

  • Warrant that your strategy demonstrates and communicates a high standard of Customer Service by working with onsite Plant Personnel, mixer operators, central dispatch, Quality Control and sales groups.

  • Lead Sales Velocity: shape, iterate, and scale your sales strategy, taking initiative to improve the teams practices, tools, and content.

  • Ensure staffing levels are appropriate for occupancy levels and that staff is thoroughly trained on Front Desk Operations and Sales Strategies.

  • Manage work with Revenue Management, sales finance, Customer Strategy and customer teams to support the trade funding models.

  • Analyze sales results, review customer fact base, identify key trades and customer potential to develop tactical sales strategy.

  • Empower your customers to reach goals using the Emotive Conversational Sales Platform, data based Strategy suggestions, and your partner network.

  • Develop short term Risk Management strategies to conduct purchase and sales transactions to increase margin and lower power costs, while minimizing risk.

  • Supervise Sales Velocity: collaboration with demand supply, manufacturing and logistics professionals on total Supply Chain cost and velocity improvements.

  • Orchestrate Sales Velocity: work closely with thE Business team to design and build technology solutions to achieve more efficient business operation and management and to maximize your organizations profit.


Save time, empower your teams and effectively upgrade your processes with access to this practical Sales Velocity Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Sales Velocity related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales Velocity specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Velocity Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Sales Velocity improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How is data used for Program Management and improvement?

  2. Is Sales Velocity documentation maintained?

  3. Are the units of measure consistent?

  4. What improvements have been achieved?

  5. How do you engage the workforce, in addition to satisfying them?

  6. Has a Sales Velocity requirement not been met?

  7. How do you catch Sales Velocity definition inconsistencies?

  8. How do your work systems and key work processes relate to and capitalize on your core competencies?

  9. If your customer were your grandmother, would you tell her to buy what you're selling?

  10. In retrospect, of the projects that you pulled the plug on, what percent do you wish had been allowed to keep going, and what percent do you wish had ended earlier?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sales Velocity book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Sales Velocity self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sales Velocity Self-Assessment and Scorecard you will develop a clear picture of which Sales Velocity areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sales Velocity Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales Velocity projects with the 62 implementation resources:

  • 62 step-by-step Sales Velocity Project Management Form Templates covering over 1500 Sales Velocity project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sales Velocity project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Velocity Project Team have enough people to execute the Sales Velocity project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sales Velocity project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Sales Velocity Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Sales Velocity Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sales Velocity project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Sales Velocity project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Sales Velocity project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sales Velocity project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Sales Velocity project with this in-depth Sales Velocity Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Velocity projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Sales Velocity and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales Velocity investments work better.

This Sales Velocity All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.