How to Organize Daily Sales Work

My daily checklist as Director of Sales in the FMCG sector to keep operations on track and meet strategic goals: Morning Preparation 1. Review Daily Sales Reports: Example: "Sales for our snack line in Carrefour are down 5% compared to last week. Identify if the issue is stock availability, promotional visibility, or retailer pricing." 2. Team Briefing: Example: "Today’s focus is on increasing secondary displays in hypermarkets and ensuring retailers comply with our ongoing 'Buy 1 Get 1 Free' promotion." 3. Customer Feedback: Example: "A key retailer in Sharjah has reported delayed deliveries. Follow up with logistics and address the root cause today." Strategic Tasks 4. Market Trends & Competitor Analysis: Example: "Competitor X has launched a new flavored beverage at AED 2 less than our product. Evaluate if we need to introduce promotional pricing or emphasize our product's health benefits." 5. Pipeline Review: Example: "Follow up with Lulu hypermarkets on pending approvals for our new organic product range." 6. Distributor & Retailer Relationships: Example: "Schedule a meeting with our UAE distributor to address complaints about inconsistent stock replenishment." Operational Oversight 7. Inventory Management: Example: "Flag low inventory levels of our premium chocolate range in Abu Dhabi and initiate urgent replenishment." 8. Promotions & Marketing: Example: "Ensure that all stores in the Dubai Mall area are using the updated promotional banners for our summer campaign." 9. Team Performance: Example: "Review the performance of the sales manager handling independent grocery stores in Ajman, as their sales growth is lagging." Midday Check-In 10. On-the-Ground Updates: Example: "Visit two Carrefour outlets in Dubai to observe shelf positioning and stock levels of our flagship products." 11. Review Financials: Example: "Evaluate the margin impact of offering additional discounts for a bulk purchase deal requested by Spinneys." 12. Networking: Example: "Meet with the regional manager of Al Maya Group to discuss potential collaboration for the Ramadan season." End-of-Day Wrap-Up 13. Debrief with Managers: Example: "Align with the sales managers on today's outcomes and key learnings. Discuss performance in the northern emirates." 14. Update Reports: Example: "Summarize insights on underperforming SKUs and share recommendations with the CEO." 15. Plan for Tomorrow: Example: "Set up a training session for the sales team to improve their pitch for our new healthy snack line launching next week." #SalesLeadership #FMCGInsights #SalesStrategies #MarketTrends #BusinessDevelopment #RetailManagement #DistributorRelationships #InventoryManagement #PromotionalStrategies #TeamPerformance #CustomerFocus #SalesExecution #LeadershipInAction #StrategicPlanning #GrowthMindset

You spend 3 hours on shopify on the same 7 tasks. I automated all of them with Claude. 👇 Every D2C operator I know has the same morning routine: → Open Shopify, check yesterday's revenue → Open Ads Manager, check which ads are dying → Open Gorgias, triage overnight tickets → Check reviews → Check stock levels → Check competitors → Try to actually start the day by 11 AM 3 hours. Every morning. Before any real work happens. Claude scheduled tasks kill this routine. Here are the 7 I automated: 1/ Revenue + margin snapshot — daily, 7 AM Pulls yesterday's orders, AOV, refund rate, net revenue. Compares to 7-day average. Flags anything off by 20%+. I know the health of the business before I open Shopify. 2/ Out-of-stock × active ads alert — every 4 hours Cross-references OOS SKUs with running Meta ad sets. If an ad is driving traffic to a sold-out product, it flags immediately. This one task has saved me $1,400+ in wasted spend. 3/ Creative fatigue scan — daily, 8 AM Tags every active ad: healthy, warning, or critical. CTR decay, frequency creep, hook rate drops. I know what to pause before I open Ads Manager. 4/ Review + ticket pattern detector — daily, 8 AM Scans overnight reviews + Gorgias tickets. Flags when 3+ customers complain about the same issue. Catches product problems 2 weeks earlier than manual review. 5/ Competitor ad + content watch — daily, 7 AM Top 3 competitors' new Meta ads + new TikToks/Reels. New hooks, formats, angles, sounds. I see their moves before they scale. 6/ PDP conversion drop alert — daily, 9 AM Finds products with yesterday's traffic but a conversion rate 20%+ below the site average. That's a PDP problem, not a traffic problem. Fixable today instead of next month. 7/ Customer feedback → new ad angles — weekly, Monday Takes the week's reviews + ticket themes + DM questions. Generates 5 new ad angles based on actual customer language. My best ads always come from customer words. Now it's automated. What this replaces: Before: 3 hours every morning reading 7 dashboards. After: 15 minutes reviewing one consolidated brief from Claude. The rest of the morning is actually mine again. Comment "Morning" and I'll send you: → The 7 scheduled task prompts (copy-paste ready) → A setup guide for connecting Shopify + Meta → A morning briefing template (must be connected)

Most sellers set a goal and then wing the plan. Quota. President's Club. A promotion. $200k $300k $500k. They know the number. They have no idea what Tuesday looks like. They know the what. Maybe the know the why (just as important) Few really build a solid how. The best goal-setting framework I know is the 3x3. Once you know your goal, ask: what are the three things I do daily, weekly, and monthly that give me my absolute best shot at hitting it? Here's the Ultimate 3x3 Plan for Sellers. DAILY: - Prep your day the day before. Prep Tuesday on Monday. Thirty minutes at the end of the day to wrap up and build your call list — who you're calling and why. - Hit your activity. Calls, videos, connections — whatever your number is, never miss it. Whether it's from your day plan or not. - Practice. A few reps on something you're working on, or prep for a specific call. Every day. WEEKLY: - Call reviews. Listen to a couple of your calls every single week. - Read. Fifty pages minimum, and actually read — not just listen. - Review the week. A cross-functional conversation, a deep dive into a customer call, an honest look at what worked. MONTHLY: - Metric review. Where do your numbers need to go up or down? - Pipeline review. Nothing lost, nothing stuck, and walk your closed-lost. - Skill of the month. Pick one skill and drill it all month long. You cannot change a result. You can change what you do daily, weekly, and monthly. Then if you really want to take it to the next level, you share your 3x3 with someone you know and respect, whether that's a colleague, a manager, a leader, a mentor, or whatever it is. Having someone hold you accountable to your goals is one of the biggest hacks out there Build your 3x3 this weekend. Start Monday. Set the goal. Remember the Why. Build the How. Crush the how. Crush the goal

Only Gyan, No Bakwaas: Daily Routine for a Salesperson 1. Start with Pipeline, Not Coffee. Check your leads, not your WhatsApp. Priorities first. 2. Know Your Numbers. How many calls, how many meetings, how many closes? If you don't measure, you're guessing. 3. First 2 Hours = Gold. Make your most important calls in the first 2 hours. Energy high. Distractions low. 4. Don’t Sell. Solve. Customers buy solutions, not products. Understand their pain. Speak their language. 5. Daily CRM Update = Non-Negotiable. If it's not in the system, it didn’t happen. No excuses. 6. Follow-Up Like a Machine. Most deals close after the 5th follow-up. 98% give up too early. Don’t be one of them. 7. Rejections Are Tuition Fees. Every “no” is learning. Don’t take it personally. Take it professionally. 8. One Hour = Pure Learning. Daily. Sales is evolving. So must you. Read, watch, or listen — but grow. 9. Protect Your Time Like a Warrior. Meetings without agenda? Skip. Random chit-chat? Skip. Focus is your superpower. 10. End Day with Review, Not Regret. What worked? What didn’t? What’s for tomorrow? Write it down. Leave nothing to guesswork. ✅ Pro Tip: You’re not in the business of selling. You’re in the business of building trust — at Speed

The Secret to Medical Sales Success Isn't Talent. It's These 3 Daily Habits. After years in medical sales, I've noticed something interesting: Top performers don't just have better pitches. They have better routines. Here's what separates successful reps from everyone else: 1. Morning Territory Planning The best reps start each day reviewing their accounts, identifying opportunities, and setting clear priorities. They don't react to their day - they direct it. 2. Strategic Follow-up System Top performers know that 80% of sales happen after the 5th touchpoint. They have a consistent process for following up that adds value every time, not just checking in. 3. End-of-Day Reflection High achievers take 15 minutes before leaving to document key conversations, plan tomorrow's priorities, and identify their biggest opportunity for the next day. Success in medical sales isn't about working harder than everyone else. It's about working smarter through consistent, intentional habits. What daily habit has transformed your sales performance? Share below!

I sold $6M ARR for my first startup as the only salesperson. I sold $13M ARR for my second startup as the only salesperson. My secret? What I do is repeatable. Here’s my 8-step playbook to sell 7-fig ARR without a sales team: 1. Take Initiative: We all love inbound leads, but you have no control of what is coming in.  You must proactively execute the activities and identify opportunities that will get you to your target as if you have nothing coming in. 2. Create the formula: You must create the formula for success.  Work backwards to understand your target and the activities that will get you to your weekly goal and plan out your time on Sunday. Understand important metrics like your close rate then work backwards to understand the amount of opportunities you need to create by what date, and what activities / time you need for those activities. 3. Plan:  Plan your week on Sunday so you can get right to work Monday morning.  Set goals around revenue closed, pipeline creation, and activities completed for the week. 4. Get a Personal Accountability Partner: For me, this is my dad.  My dad was in sales, so I always loved talking to him about what I was working on.  He knew details of deals I was working on, my quota, and even my commissions.  It was not unusual for him to ask “How much money did you make this month?” and I wanted to share a number I was proud of.  5. Track Progress: Setup an activity dashboard in your CRM or simply add up and track your behaviours daily/weekly to see how you are doing.  Check how you are doing against your plan and adjust your activities accordingly. 6. Celebrate Wins: If you own the process, you own the wins and deserve to celebrate them. 7. Ask For Feedback: Whether it’s a boss, another AE on your team, or even someone external who also works in sales or is a mentor, ask for feedback on your process.  If you are taking true ownership of your business, you will want to continue to make improvements to it. 8. Admit Failure: If you have a lazy day, just admit it and correct the behavior.  It happens to every single sales person.  You have off days and even off weeks.  The key is that you recognize it and make up for the work that wasn’t done the next day or week.  You CANNOT have two off weeks in a row. TAKEAWAY Being a million dollar salesperson is the dream of every seller, yet most people don’t do the basic things that make it a possibility.  I think more people should do it my way: 1) Take Initiative 2) Create The Formula 3) Plan  4) Get a Personal Accountability Partner 5) Track Progress 6) Celebrate Wins 7) As For Feedback 8) Admit Failure I know 10M ARR as a lone rep is possible because I have done it. You can do it too!

Top salespeople rely on systems, not motivation. How? They design a Successful Day. A Successful Day is a baseline routine that keeps you winning regardless of the outcome. Focus on 5-8 non-negotiables, such as: 1. Preparing a list of 35 people to call tomorrow before leaving work today 2. Calling those 35 people 3. Confirming meetings with prospects 4. Following up with no-shows 5. Sending 20 cold emails 6. Listening to 5 calls 7. Sending 5 videos for people who accepted your LinkedIn connection request 8. Practicing responses to 2 objections 9. 10 minute walk. Tune out what you don’t control. Tune in what you do. What does your Successful Day look like?

Most sales reps waste 50% of their workday without realizing it. Not because they’re lazy. Not because they lack skill. But because they lack structure and focus. Here are two simple practices that will change your productivity forever: 1. Calendar block your top priorities first thing in the morning. Before you check email or Slack, decide what your 2–3 most important tasks are for the day. Then put them on your calendar. If you don’t, your day will get hijacked by everyone else’s priorities. White space on your calendar usually turns into wasted space - busy work, admin work, or distractions. It also leads to decision fatigue, which is the exhausting process of deciding what to do over and over again throughout the day. When you block your priorities, you protect your time for the things that actually move the needle. 2. Put your phone away when doing RGA's or deep work. According to a Fortune study, the average person checks their phone 144 times per day. That’s 144 opportunities to derail your focus. If you’re trying to do deep work or work on revenue generating activities (RGAs), put your phone in another room. If it rings, you’ll hear it. But if it’s out of sight, it’s out of mind. Your phone is designed to steal your attention. Your calendar is designed to protect it. Follow these two practices and watch your hours on RGAs rise from two or three a day to four or five. And when you double your time on high-value work in sales, you double your income. Simple, but not easy. PS - if you want to check how many daily pickups you average, navigate to "Screen Time" on your iPhone, click "See All App & Website Activity", scroll down to "Pickups", and you can view your daily and weekly average. I like to check prior weeks and see how I'm trending. I averaged 87 pickups two weeks ago, 80 last week, and this week I'm averaging 76.

In sales, there are no Ari Golds. You have to be your own super agent. Here are 3 moves that will help you land that new dream job or negotiate a better territory: First, here’s some inspiration… In 2021, Kevin De Bruyne, a top Belgium footballer, negotiated a $132M contract with Manchester City…without an agent. 4 years ago, he used various analytics platforms to present his value to the club. The report headlined with: “De Bruyne’s output is amongst the best in the Premier League, particularly for chance creation metrics.” When comparing that output alongside the wages of other players, De Bruyne appeared underpaid compared to some of Europe’s top attacking players, who earned more than the Belgian but contributed far less according to the metrics. This landed him a 5-year, multi-million dollar contract with a hefty raise in his wages. To be your own super agent in sales, implement these 3 simple moves: 1. GET ORGANIZED Have regular strategic check-ins with yourself: - Annual strategy - Monthly updates - Weekly organization - Daily planning & reviews The insights you’ll be able to pull from these regular routines will be valuable. And they could be the difference between a new role or an improved comp plan that pays you hundreds of thousands more over the next 12 months. 2. KNOW YOUR NUMBERS There are 3 numbers that reign supreme in strategic sales: - Win rate - Deal size - Deal cycle As a part of the monthly update, dial in on these numbers and see how you’re tracking against your own performance. Use this 2-step system: → Pull in all Closed/Won opportunities into a single sheet to review your overall performance at a single glance → Create a new sheet for each month to drill into detailed metrics: – Win rate, average deal size, and average deal cycle – Start date and how many months you’re in the role – Total quota, bookings (ARR), and achievement – Number of logos and opportunities won – Number of logos and opportunities lost – Personal earnings and hourly rate Steal my Personal Sales Stats Matrix: https://buff.ly/3HE23oQ 3. CREATE YOUR NARRATIVE Dissect your wins and losses by writing out what you learned from each opportunity. Then, create a narrative around a smarter plan using these insights for the next quarter or year ahead. For instance, when I did this in my strategic sales role, I learned my best deals were in the Fortune 100 - 200 segment. That meant I could have an intelligent conversation with my leaders when they were pressing me to pursue bigger companies on the list. But without the data, I wouldn’t have had the confidence to ask for more accounts in my sweet spot range, which would have translated to slower deals, less revenue for the company, and lower commissions for me. Remember: Don't let your company drive the narrative. Let YOUR numbers tell the fully story. Just like Kevin (without the help of Ari Gold). 🐝

If I was starting a new sales role today, here are the 5 things I’d do in the first 5 days- 1/ Find the accounts in my territory that are most likely to buy (aka the most like past buyers). I'd do this by creating a CRM report of Closed Won deals for the Past 2 years, with these details: - industry - location - age of company - $ ARR amount - # of employees - names/personas involved in the purchase THEN I'd create a report of Prospects with similarities in my territory/account list. ^^This is the low hanging fruit. 2/ I'd find 3-5 consistent top performers and ask them 3 simple questions: —-> Who are the best personas for us? --> Which are their 2-3 top business problems we solve (+vocabulary they use)? --> What's the # 1 thing to do/not do when just starting in this role? ^^This is a shortcut for how to start off with a Bang...without trying to reinvent the wheel. 3/ I'd set up intro calls with internal folks like Finance/Deal desk, Legal, Product, Support, Solution Consulting, Channel partners, Systems Integrators, etc... anyone who I'll regularly interact with on deals. Start figuring out the best "Gives" for each person - do they like Starbucks, Slack shout outs, special beverages for EOQ/EOY? I'd put quarterly reminders on my calendar (and schedule quarterly deliveries where it makes sense). ^^This is how we create our "tribe"/internal network within a company...giving right from the start, rather than just being 'another seller who wants something'. 4/ I'd memorize 5-8 customer stories. Starting with writing a 1 min summary on note cards - with the Champion's name/title, pain felt, problem solved & impact created. I'd practice telling these stories out loud every morning for 10 minutes...until I don't need the notecards anymore. Then I'd rinse/ repeat, memorizing 5 new stories. ^^This is how we can build confidence & credibility. 5/ I'd analyze my boss’s personality - LOTS of tools for this - and I'd ask them about their top 2 career goals in our first 1:1 chat. ^^This is how we can start to manage up. These are the top 5 things that have paid off the most for me when starting a new role. What's worked well for you - what would you do if you were starting over? ps- If this breakdown was helpful, you might get value from the "Enterprise Sales Accelerator" program. Weekly live sales coaching! Practical breakdowns & deal strategy. All the details in my bio.