How to fit QuarterOne into your weekly routine

We find there is a lot of correlation between businesses with clear, consistent processes and those producing reliable forecasts. Here's a common pattern of activity we see in these customers

📨 Weekly Reminder - every Friday

• Every Friday, sales reps using QuarterOne will receive an email of their latest pipeline and a list of deals to investigate.
• Customers on an Essential Plan will receive a detailed overview of their pipeline with quick links to update individual deals.
• Customers on a Free Plan will receive a summary update only.

🛠️ End-of-week Cleanup

• Add closed dates to every deal in your pipeline.
• Close won awarded deals
• Close lost stalled and cancelled opportunities
• Update close dates, amounts and stages for changes to open deals

📈Run Reports - every Monday am

• Prepare reports for your next sales meeting
• Look at the current pipeline (Pipeline performance) and what's changed (Deal slippage) since the last update.
• Save a new baseline in QuarterOne as reference point for the next sales meeting.

📅 Sales Meeting - every Monday pm

• Pipeline updates - Wins/loses, what's new & latest metrics
• Discuss roadblocks and obstacles to closing deals
• Agree action points