Congratulations on your new role as a sales manager! In this episode, we talk about what first steps you should take as you begin managing your team. We will cover setting up initial communications, establishing functional interviews, arranging recurring meetings, and identifying client red flags.

Set Up Your Introductory Team Call:

• Schedule an introductory team call with the help of your manager.
• Introduce yourself by sharing your background, education, and personal interests.
• Have your team members introduce themselves, detailing their roles and territories.

Conduct Functional Interviews:

• Arrange interviews with cross-functional colleagues to understand how your role fits into the broader organization.
• Use these interviews to gather insights on how things truly operate and to prioritize your tasks.
• Continue these interviews throughout your first three months to build a comprehensive understanding.

Establish Recurring Meetings:

• Schedule regular team meetings (weekly, biweekly, or monthly) based on your team’s needs and logistics.
• Set up one-on-one meetings with team members to discuss progress and address issues.
• Join relevant recurring meetings held by your manager.
• Identify and arrange additional recurring meetings with key stakeholders in finance, product management, etc., to enhance your effectiveness.

Monitor Client Red Flags:

• Identify key clients that contribute to 80% of your revenue or portfolio.
• Use your one-on-one meetings to investigate potential issues with these clients.
• Develop a strategy to address and mitigate any red flags before they escalate.

Congratulations again on your new role. Take these initial steps to set up a strong foundation for your team management journey. Thank you for joining us today and download the New Manager Checklist for free at IlluminateSalesConsulting.com/podcast/15]!