Jason M. Lemkin shows sales leaders how to build a quarterly review that actually admits what went wrong. Use three bullets for wins, three for misses, and compare your committed targets to what you actually hit. Send the deck early so people know you're serious.
Chapters
How did it go? Be honest. Don't hide it. Yeah. If you came up short, you came up short. What went well? 3 bullets. What didn't? 3 bullets. Commit, actual. What went well? What didn't? Wow. This slide, especially if I see it ahead of time and I can read it, bitchin'. You're already ahead of 90% of CROs and VPs of sales. Yeah. What did I commit to? How did it actually go? Like my goal, my real goals for the quarter and 3, 3 things that went well, 3 things that went less well. I do a GBU, good, bad, and ugly. So I also have ugly. I like to split it into GBU, but you can just do good and bad if you want. Okay. Um, but it's so honest that rather than everything's great, I know, I know we, we said a million and it was $400,000, but everything was great, Kyle. Everything's great. Everything's great.