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Deliverables

Three things, every briefing. Written to be used, not filed.

01

Report

What happened, in plain English, with the figures behind every statement.

  • Revenue and pipeline movement against the previous period
  • Win and loss trends, conversion and deal velocity
  • Rep, account and regional performance
  • What changed since the previous briefing
02

Strategy

Where to put effort next, built from the team's own wins rather than generic advice.

  • Where effort should increase, and where it should ease off
  • The segments and sales motions that are producing wins
  • Patterns worth repeating across the team
  • Problems that need a manager to step in
03

Action Plan

Specific accounts to work, who owns each, by when, and what done looks like.

  • An account, an owner and a deadline on every action
  • The reason and the expected result written next to it
  • A definition of done you can check
  • A list of what to verify on the next run
An example

What a briefing looks like.

Weekly briefing
Illustrative
Report
$1.2M−8% vs last week

Closed-won revenue fell as two large deals slipped past their expected close dates. Pipeline created held steady.

Strategy

Put effort into the mid-market referral motion, which converted 2.4× the outbound rate this quarter.

Action plan
  • Re-engage Account 14Rep A · Thu
  • Send revised quote to Account 07Rep C · Fri
  • Call Account 22: orders slowingRep B · Mon
Sample figures for demonstration only — not customer results.
Plus

Answers, on demand.

Ask a question in your own words and get an answer built from your records, with the supporting figures shown.

Every briefing, strategy, action plan and answer is kept in a searchable history that the whole team can see.

Next Best Actions turn the plan into a queue: reassign an owner, move a deadline, add notes and mark items done.

AskIllustrative

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