The Sales Performance Review

The Sales Performance Review

One hour. One performance problem. A

better decision about what to do next.

A free, practical 5-page tool for founders, CROs and sales leaders who want to spend less time explaining performance and more time improving it.


A free, practical 5-page tool for founders, CROs and sales leaders who want to spend less time explaining performance and more time improving it.


A free, practical 5-page tool for founders, CROs and sales leaders who want to spend less time explaining performance and more time improving it.


Free to download. Built to use in your next sales performance meeting

The problem

You already know

You already know

You already know when the numbers are behind. Pipeline is light. Conversion has fallen. A few people are struggling.

The harder question is why.

The harder question is why.

Too many performance meetings jump from disappointing results to familiar fixes: more activity, more coaching, more pipeline inspection.

Sometimes those are the right answers.
Sometimes they are expensive distractions.

Before deciding what to change, you need to understand where performance is actually breaking down.

What you get

What you get

A 60-minute meeting agenda. Five stages that take you from the numbers to a decision.

A preparation checklist. Know which evidence to bring and which problem to prioritise.

A practical investigation worksheet. Separate what you know, what you suspect and what still needs testing.

A decision and accountability log. Leave with an owner, a first signal of progress and a review date.

A worked example. See how a plausible first explanation can lead to the wrong intervention.

Use it in your next performance meeting

01

Choose one gap.

Choose one gap.

Select the issue with meaningful commercial impact that you can investigate or influence.

02

Compare the evidence.

Compare the evidence.

Find where the gap begins, what differs across comparable groups and what you still need to verify.

03

Make a decision.

Make a decision.

Change something, investigate further or stop something that is not helping. Assign an owner and a review date.

DOWNLOAD THE SALES PERFORMANCE REVIEW

Built from doing the work

I'm Chris Ritson. I've spent 15 years in sales, from SDR and AE through to sales leadership, and now work with founders and commercial leaders to improve sales performance.

One thing I have learned is that the first explanation for poor performance is not always the right one.

This is the simple review structure I would want leaders to use before committing to another intervention.