First Quarter Review Meeting

Rachel is meeting with her two senior sales reps, Josh and Brandon, in the Austin office to conduct a quick assessment and review their team baseline after ninety days.

First Quarter Review Meeting

True or false?

Rachel held her first quarterly review meeting in Austin.

• True
• False

Brandon and Josh felt that Rachel changed the sales culture too abruptly on day one.

• True
• False

Rachel conducted a listening tour during her first month.

• True
• False

The team failed to deliver any early results in the first quarter.

• True
• False

Josh and Brandon presented Rachel with her original 100-day plan with every item ticked off.

• True
• False

Listen again and complete the sentences

• Rachel: Alright team, let's start our first formal quarterly review here in Austin. I want us to do a ____ of where we stand after my first hundred days. Brandon, Josh, I need your completely honest feedback on how I've handled the team baseline and our pipeline.
• Rachel: Thanks, guys. But let's talk about where we need to ____ now. In hindsight, I pushed too hard on the enterprise deals during our honeymoon period, and we lost some momentum in mid-market.
• Brandon: Well, we managed to ____ despite that little hiccup. We're way ahead on our quarterly targets now.
• Josh: And regarding your leadership style, you set the tone right from our very ____ . We knew you weren't going to tolerate any reps who undercut colleagues or steal leads.
• Rachel: I appreciate that. But I still feel like I haven't quite made my mark on the wider regional strategy yet. What do you think was my ____ so far?

Sources: photo by Vitaly Gariev on Pexels