Post in Sales


I have the opportunity to work with a large number of sales teams and to see what makes for highly successful ones and ones that struggle.  In my experience the #1 determining factor in sales team success is whether the company has the right sales people on board or not.  There are 10’s, if not 100’s, of different sales jobs in the market and like numbers of different types of sales people fit those jobs.

Clear Deliverables Are Crucial

A key element in getting the right person in the right sales job is getting very clear on what the sales person must deliver in order to be successful.  Most companies have job descriptions in place and may use them as part of their hiring process. The challenge with most job descriptions is that the documents are lengthy and list a large number of “deliverables.”  So, there is a lack of clarity about exactly what the company needs to look for when hiring and evaluating sales people.

Moving Beyond Job Descriptions

I was trained in a different approach termed “Performance Profiles.” A Performance Profiles does not attempt to address all of the HR and legal compliance issues that a full job description should. Rather it is a document that focuses on the top 3 – 5 key deliverables in the job. In other words the 3 ­5 goals a sales person must achieve in the job to meet and exceed target.

An example of the Performance Profile for the sales job at a client follows.

The client is a small company that provides software to school districts to manage the finances of school construction programs. The software sells for $50,000 to $400,000 per instance. The sale requires multiple sales calls on and presentations to key executives and working with committees to make a sale. Being an entrepreneurial company it does not have a lead generation system set up.

Here is what the CEO and I defined the key deliverables of the job to be:

 1) Prospecting: Since the company lacks a consistent lead generation effort the sales person has to prospect for new opportunities. Candidates had to have a track record of successfully cold calling using email, phone calls, etc. to create opportunities.

 2) Successful track record in sales: This should be one of the top two things in any Performance Profile for sales.  In this case candidates needed a track record of closing software sales in $100,000+ range.

3) Deals with complex accounts: As stated before the company is selling to larger school districts. So we were looking for a person that had track record of developing relationships with multiple people in the C­Suite and influencing them to adopt the company’s solution.

4) Team sales: The company’s product deals with a number of complex issues that most sales people are not able to address on their own. During the sales cycle the salesperson has to bring in technical resources at the appropriate time.   A background in team sales was seen as essential. In other words we were seeking someone who had “quarterbacked” deals by enlisting technical resources and orchestrating their efforts to close deals.

 5) Affiliation marketing/networking: The company sells to the K­12 education market.This is a highly interconnected market that expects a salesperson to know about school districts and their overall challenges, not just those challenges related to the product he is selling. This made a background in affiliation marketing and networking skills a key component of the job. The expectation is that the salesperson would join different “industry” associations and get active on the boards to build his knowledge of and connections in the industry.

We used the key points from the Performance Profile to:

  • Develop our job ads
  • Craft our interview questions to determine relevant experience in each key
  • performance metric
  • Set our key screening criteria for the search
  • Develop our 90 day and 1 year performance expectations for the job</li>

The clarity about what was needed in this sales job proved instrumental in “staying the course” during what proved a challenging, but ultimately successful search.


Brad Leggett is CEO/Founder of The Leggett Group, Inc. His firm focuses on the issues and challenges associated with building, leading and retaining high performance sales teams. Brad speaks on the Keys to High Performance Sales teams and is a business radio show guest on the topic. You can read more of Brad’s writing on The Leggett Group blog or check out the company LinkedIn page.


Keys to Winning Sales Teams

By Charles J. Curto, Managing Principal of Tech Coast Equity Group.

At a meeting of the Technology Council’s Entrepreneur Society, Brad Leggett, CEO of the sales performance consulting firm The Leggett Group, presented Keys to Winning Sales Teams. Below are some of the key take-aways from his presentation.

  • Brad advocates viewing the challenge of building and sustaining winning sales teams in terms of people, performance and processes.
  • Select your team members carefully with special emphasis on
    • Defining the 3 to 5 key results that must be delivered,
    • Specifying the activities needed to achieve those deliverables
    • Determining the skills and background needed to achieve the desired results, and
    • Being sure the person has the right attitude.
  • Keys to selecting new talent include
    • Recruiting is a process, not an event.
    • The recruiting rule of 3:
      • 3+ interviews
      • With 3+ team members
      • At 3 venues, a mix of work and non-work.
    • Focus on past results.
  • Implement a 90-day quick-start program to launch the new team member on the path to success including
    • Phased acquisition of key knowledge and skills with someone designated to impart each.
    • 90-day goals with weekly achievements spelled out.
    • Weekly review progress versus goals.
    • Cut if not making it.
  • The key to performance management is establishing responsibility by
    • Setting clear goals that are achievable, demanding, permit measuring and controlling results, and are collaborative while making clear who has responsibility for which deliverables.
    • Providing for support activities with their goals.
    • Providing weekly one-to-one feedback on progress versus goals.
  • Processes and systems that provide the infrastructure for achieving sales goals include
    • Sales tools, such as collateral, web site and turning tribal knowledge to answer the question “Why your company?”.
    • Rewards and recognition, including compensation, public praise and contests.
    • Team meetings which provide collaborative training as well as solutions to challenges.
    • A collaborative CRM that facilitates the sales person’s goal achievement and delivers progress metrics to the sales person and management.

This summary is not meant to be a transcript of the session nor a comprehensive primmer on developing a high performance sales team. Instead, its intent is briefly to share a few of the valuable take-aways from the session, take-aways which are based on the experience of successful entrepreneurs and professionals who work with entrepreneurs. Hopefully, these will encourage you to attend future Council programs where you can meet and learn from the experience and wisdom of other thought-leaders.

Brad Leggett can be reached at (949) 388-6910 and

Lead Generation Easier Today or Harder?

By Barry Lieberman

A “lead” means many things to many people. To some it’s a list of contacts based upon a specific
location, industry, age group or other demographic. While to others it’s the contact that has
completed an online form or responded to an advertisement. Yet to many sales people it’s
a person who has demonstrated need, budget, authority and a specific timeframe to buy a
specific product or service.

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