The Different Meeting Rhythms in Sales

Recently I was meeting with an entrepreneur and he was telling me about the weekly sales pipeline review he does with their head of sales where they talk about every opportunity that’s expected to close in the next 30 days. This got me thinking about the different meeting rhythms throughout a sales organization. Here are … Continue reading The Different Meeting Rhythms in Sales

3 Core Operating Documents to Complement the Meeting Rhythm

In addition to a strong meeting rhythm at Pardot, we developed three core operating documents to run the business. Of course, we used great line-of-business applications like Salesforce.com, Pardot, and Zendesk to run different departments, but we needed a central view of the business for accountability, alignment, and visibility. Here are the three core operating documents we used: … Continue reading 3 Core Operating Documents to Complement the Meeting Rhythm

Develop a Meeting Rhythm

At Pardot, we worked hard to develop a consistent meeting rhythm. As the business grew, communication and alignment became harder and harder. The effort necessary to get everyone on the same page at 50 employees was significantly more than when we were 5 employees. As such, we were constantly testing out the frequency and types of meetings. … Continue reading Develop a Meeting Rhythm

Finding a Rhythm as an Entrepreneur With a Family

Several weeks ago a young professional that wants to be an entrepreneur approached me for advice about being an entrepreneur and having a family. He had just had his first child and was looking for ideas. Having spent time thinking through this I offered up a fews ideas: Write down a set of rules and guidelines … Continue reading Finding a Rhythm as an Entrepreneur With a Family

Thinking About a Startup’s Internal Meeting Rhythm

One of the more common questions I get is around managing my schedule and coordinating different responsibilities. My response is that I work hard to build a consistent internal meeting rhythm and look to ensure that I’m not required for the business to operate (e.g. I’m not a bottleneck for any regular tasks). Per the … Continue reading Thinking About a Startup’s Internal Meeting Rhythm

Quarterly Review Formats for Employees

Last week I was reading the excellent Iacocca: An Autobiography of Lee Iacocca — one of my favorite book genres is life adventures of people who created or changed an industry. Here, the stories are superb, and one of the comments by Iacocca caught my attention. The author writes: If our stockholders had a quarterly … Continue reading Quarterly Review Formats for Employees