Review regularly.Improve deliberately.
Governance is a simple rhythm: look at the numbers, decide what to change, assign an owner and check again.
A simple review rhythm
| Rhythm | Focus | Typical agenda |
|---|---|---|
| Weekly (30 min) | Pipeline health | New enquiries, replies, open offers, pending payments, one improvement |
| Monthly | KPIs and forecast | 25 KPIs, forecast versus actual, leaks, next month’s priorities |
| Quarterly | Strategy and offers | Persona offers, competitor changes, channel mix, goals |
| As required | Risks and change | Risk identification, improvement plan, change management |
A suggested cadence. Frequency is agreed with you; the playbook indicates monthly governance as required, and more frequent reviews for larger operations.
Clear ownership
Sales Growth Officer
Owns the overall growth plan and reviews.
Sales hunting
Owns conversions and closings.
Sales farming
Owns completions, onboarding and retention.
Status language
Meeting the recommended level; keep improving.
Scope for improvement.
Business and sales risk; act now.
Not yet determined; measure first.
Related pages
About Sound Truck
Why Sound Truck Group measures marketing by sales and payments, not activity.
Sales-Growth Co-Foundership
How a managed sales-growth co-foundership works: 15-day FREE Sync, flexible monthly allocation, one team across enquiry, closing, follow-up and payment.
Five Hows of Sales Growth
Five high-impact ROI levers, from payment completion to premium offers, and why fixing the sales pipeline can beat spending more on marketing.
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