SlideShare a Scribd company logo
Cadence Frequency Topics Participants
Sales Meeting Weekly (2 hrs) pipeline, deal review,
weekly commit, issues,
market challenges,
competitive threats, fun
game, other sales stuff
Team
One on One Coaching Weekly (min 2
hours per AE)
observations, challenges,
employee issues,
strengths, opportunities,
concerns etc. Target
employees growth and
development
Individual AE
Planning Quarterly (all day,
sometimes 1.5
days)
plan goals, objectives,
outcomes, RESULTS,
pivots, status, challenges,
issues, concerns, data,
risks, approaches,
initiatives, lessons
learned,
AE Team + Ken
Performance Reviews Biannually (1 -1.5
hrs)
exhibited results and
behaviors
Individual AE
Ken if available
Team Reviews
Team Retreat
Monthly
Annually
stack ranking, results,
behaviors, team
objectives, fit, future
needs, gaps, etcetera
TBD
Team + Ken if
available
Team + Ken + TBD
from around company

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Katz Cadence Outline Example

  • 1. Cadence Frequency Topics Participants Sales Meeting Weekly (2 hrs) pipeline, deal review, weekly commit, issues, market challenges, competitive threats, fun game, other sales stuff Team One on One Coaching Weekly (min 2 hours per AE) observations, challenges, employee issues, strengths, opportunities, concerns etc. Target employees growth and development Individual AE Planning Quarterly (all day, sometimes 1.5 days) plan goals, objectives, outcomes, RESULTS, pivots, status, challenges, issues, concerns, data, risks, approaches, initiatives, lessons learned, AE Team + Ken Performance Reviews Biannually (1 -1.5 hrs) exhibited results and behaviors Individual AE Ken if available Team Reviews Team Retreat Monthly Annually stack ranking, results, behaviors, team objectives, fit, future needs, gaps, etcetera TBD Team + Ken if available Team + Ken + TBD from around company