# Preview

## Step 1: day 1, email

**Subject:** Northwind Traders's new sales team

Hi Sam,

Saw you are hiring a Head of Sales for EMEA. When a second team spins up, the forecast usually splits into two spreadsheets within a quarter.

Your careers page lists four new AE roles in the same region.

We help RevOps teams keep one forecast and one set of routing rules as teams multiply. a 600-person software company used it to get their Monday forecast call back to 30 minutes.

Worth comparing notes on how you plan to handle it?

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## Step 2: day 4, linkedin

Hi Sam, I work with RevOps leads at companies adding sales teams. Would be glad to connect.

## Step 3: day 7, email

Hi Sam,

One more thought: the first thing that usually breaks is lead routing, because new territories get bolted onto old rules. Is that on your list this quarter, or already handled?

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## Step 4: day 12, email

**Subject:** routing rules for two teams

Hi Sam,

When a 600-person software company split routing across two teams, a one-page checklist saved them a week of rework. Want me to send it over?

If this is not your area, tell me who owns it and I will stop here.

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