How to Run a Weekly Sales Review That Drives Recovery
TL;DR
30-minute Monday review anchored on ₹ at risk and ₹ recovered — not calls made or meetings booked. Per-rep rollup opens the discussion. Each rep walks out with a specific ₹ recovery target for the week.
The bet behind the playbook.
Most sales reviews are activity theatre — 'how many calls did you make?' — which doesn't move revenue. A review that starts with ₹ at risk per rep and ends with specific recovery plans shifts the entire team's incentives. Reps start owning outcomes, not just activity.
Gather these before you start.
- ₹ at risk metric running (manual or via Leadkaun Missed Opportunity Engine)
- Grade system in place
- 30-minute Monday block with all reps + manager
Run it in order.
- 01
Open with team ₹ at risk
First line: 'Team ₹ at risk this week: ₹4.2 lakh. Last week: ₹3.1 lakh. Up or down — why?'
- 02
Per-rep rollup (3 min each)
Each rep: their ₹ at risk, their ₹ recovered last week, top 3 stale leads they're targeting this week.
- 03
Identify stuck leads
Any lead past Grade A SLA and uncontacted 3+ times goes into 'escalation' — manager takes over or reassigns.
- 04
Source-level pattern check (3 min)
Any source with >30% junk or >50% stale? Flag for sales-marketing conversation.
- 05
Individual coaching moment (5 min)
Pick one rep whose numbers shifted most (up or down). 5-minute public-facing coaching conversation.
- 06
Commitment round (5 min)
Each rep states: '₹X I'll recover this week from [specific leads].' Write it down. Reference next Monday.
- 07
Close with Morning Brief reminder
'Your Brief hits at 8:30 tomorrow. Top of queue by 10 AM. See you Friday.'
Where teams usually slip.
- Opening with call volume — sets wrong frame for the whole meeting
- Running over 30 minutes — reps tune out, lose the ritual
- No public commitment round — nothing to follow up on next week
Questions teams ask mid-rollout.
Keep rolling.
How to Run a Daily Morning Brief for Your Sales Team
Send each rep and manager a daily 8:30 AM IST email listing top Grade A leads, ₹ at risk today, and overdue follow-ups. Set the day before stand-up. Teams that adopt the ritual respond to Grade A leads far faster.
How to Train Reps on a New Sales Tool (Without Losing a Week)
2-hour hands-on session per team, not a half-day slideshow. Reps log 5 real leads during the session. Follow up with a daily 5-minute check-in for the first week, then weekly.
This is the product behind the page.
Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.
Want this running automatically?
Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.