Resultados Exponenciais
Every December your company finds out how much of the sales process was living inside one person's head.

Every December your company finds out how much of the sales process was living inside one person's head.

A rep takes two weeks off. Someone "covers the accounts." They come back and the pipeline sits exactly where it was, with two extra weeks of age on every deal. Nobody did anything wrong. And the month

Resultados ExponenciaisAugust 21, 20262 min read
Every December your company finds out how much of the sales process was living inside one person's head. A rep takes two weeks off. Someone "covers the accounts." They come back and the pipeline sits exactly where it was, with two extra weeks of age on every deal. Nobody did anything wrong. And the month was still lost for that book of business. **Why does a deal stop when the person stops?** Because whatever kept it alive was never written down anywhere. It lived in the memory of the person running it: what was agreed, what you must not say to that buyer, who actually signs, why the last proposal stalled, when it makes sense to call again. Whoever covers opens the record and finds "customer asked us to circle back later." Later when? About what? With whom? Faced with that, the rational move for the person covering is to do nothing, because touching a deal you do not understand is risky, and their own quota is somewhere else. So they leave it alone. And nobody blames them. Vacation is just the gentle version of the test. The other versions are medical leave, the resignation of the rep carrying half the revenue, the day the one person who knows everything is on a plane and a major account demands an answer. In all of them the question is identical: does the process continue without that person? There are signals we find in almost every operation that starts talking to us: 1. Customer conversations happening on a personal phone number, with nothing logged in the company's system. 2. A rep's private spreadsheet that is more current and more trusted than the official CRM. 3. The sentence "he's the only one who can talk to that account," said with pride. 4. Reopening a conversation depends on a handoff meeting, and the handoff meeting never fits in the calendar. 5. Customer history that exists but is spread across three channels, none of them searchable. None of this is a character flaw in the team. It is the consequence of a process that was never designed to run without continuous human supervision. The team filled the gap with memory and goodwill, and both of those take time off. The real discomfort shows up when you realize the company does not have a customer base. It has several private books of business, held in custody by individuals, accessible only while those individuals are present. Quick test, no warning to anyone: pick three open deals from three different reps, open the records, and see whether an outsider could pick up the conversation today without calling the account owner. The result usually answers a lot of questions. In your company, how many open deals would survive two weeks without their owner? Have you ever lost an account exactly that way?
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