Monthly Sales Briefing
The same cuts, refreshed each month, with a short pack and a sitting for the commercial lead.
Monthly briefings exist so the first report does not become a once-a-year artefact in a drawer. After the cuts are agreed, we refresh them when the month closes and sit with the commercial lead for forty minutes. The point is continuity: the same channel page, the same territory page, the same handful of accounts on the exception list, so movement is visible.
This is not a new study every four weeks. If the business opens a new route to market or changes how customers are coded, we pause the retainer and agree a redraw. Forecasts are kept off the page unless you supply a figure you already use internally; we will not dress a hope as a close.
The retainer has a three-month minimum because the first two sittings are still teaching the rhythm. After that, either side may close the arrangement with one month’s written notice, as set out in the fees and cancellation page.
What is included
- A monthly refresh of the cuts agreed after the first report
- A short exception list for the month just closed
- A forty-minute sitting with the commercial lead
- Carry-forward of open questions from the previous month
What is not included
- A new intelligence study each month
- Forecasts presented as facts
- Cover for weeks when the extract arrives more than five working days late
How the work runs
Lock the cuts
Monthly work only starts after a Sales Intelligence Report or an equivalent agreed set of pages. We do not invent a new structure each month.
Close and send
You send the month’s lines after your internal close. Late files move the sitting, they do not get a guessed month.
Pack and sitting
We issue the short pack and sit with the commercial lead. The agenda stays familiar on purpose.