Operations

DRAFT. This page has not completed owner review (status: imported). Verify numbers with your manager before quoting them to a client.

Communication Practices

Clear communication, reporting structure, and professionalism standards for all SLAY team sales members. How you communicate reflects your competence, protects team optics, and keeps operations smooth. Clarity, structure, and respect for chain of command are non-negotiable.

Reporting chain

  • All closers report directly to their assigned Sales Manager.
  • Managers report to the Head of Sales, who communicates with executive leadership.
  • You do not message Rebecca or Alex directly unless your manager gives written approval. Bypassing the chain reflects poor judgment and breaks protocol.
  • When in doubt: everything goes through your Sales Manager first.

Slack channel protocol

#sales-team (public sales channel). All reps, managers, head office. Company-wide visibility, high-level updates, wins, key metrics.

  • DO: celebrate wins, share key insights, stay professional and concise.
  • DON’T: ask basic questions, complain or vent, discuss objections, confusion or missed targets. Optics matter; this channel is public-facing inside the company.

#sales-team-internal (private). Reps and sales managers only. The safe space.

  • DO: ask for help when stuck on a deal, share objection patterns and call breakdowns, bring issues early.
  • DON’T: go silent when struggling, use DMs to bypass manager feedback, let issues fester. If you don’t know something, ask here. We sharpen together here, not in front of clients or execs.

#sales-team-call. Upload call recordings for review and feedback. Title format: [Date] - [Client Name] - [Call Type: Discovery / Close / Follow-Up]. Early on, also run your recordings through an AI (GPT) for analysis of tone, objection handling and flow; use AI as a daily personal sales coach.

#end-of-day-reports. The EOD channel. Format and deadline in reporting-and-tracking.

The EOD performance scorecard

A daily self-rating added to the EOD. Ten categories, each scored 1-10; total gives your day’s tier; the overall rating goes at the end of your EOD post (“Today’s Overall Rating: 7.0”). Captured in full from the team sheet:

# Category The question you score yourself on
1 Energy and Composure Did my tone, presence, and energy lead the call?
2 Focus and Discipline Did I work with intention, or react all day?
3 Pipeline Movement Did I move deals forward or just stay busy?
4 Execution of Skill Did I apply training and scripts properly and with confidence?
5 Emotional Honesty Did I SEE where I fell short, or defend it?
6 Resilience Did I bounce back after setbacks without losing energy?
7 Leadership Did I lead the prospect, or let their energy lead me?
8 Momentum Creation Did I do anything today that makes tomorrow easier?
9 Lesson Applied Did I correct a mistake, or leave it for tomorrow?
10 Team Impact Did I elevate anyone else, or just play solo?

Rating bands: 90-100 elite day (growth compounding); 75-89 good day, room for optimization; 50-74 “you were awake, but not alive”; below 50, identity drift, something is off at a root level.

Sample EOD shape (client identifiers replaced with placeholders here; use real ones in the actual report):

Total Revenue Generated: 10,494 USD Total Collected: 4,000 USD Booked Calls: 8 Live Calls: 7 Offers: 2 x JBP Enrollments: 2 x JBP 1. Sale JBP x 2 payments [client email] 2. Qualified [client email], follow up this week 3. Not qualified [client email] 4. No show / cancelled [client email] ... Today's Overall Rating: 7.0

NOTE FOR REVIEW: the scorecard template is a Google Sheet and the walkthrough is a Loom video, both outside this repo (see CURATION-DECISIONS.md item 2). The source page on the public GitBook includes a sample EOD with real client email addresses, which is a privacy exposure; flagged under item 6.

Operationsaudience: closers, settersreviewed 2026-08-23