sustainable growth

Transforming Quota-Setting: Strategies for Sales Leaders to Optimize Performance and Revenue

By Sean O'Shaughnessey

Quota-setting is one of the most misunderstood elements of sales leadership. Too often, it’s treated as a spreadsheet exercise or a top-down directive, rather than a strategic lever that drives behavior, performance, and growth.

Whether you’re leading a team of 20 or you’re the founder managing three reps, how you define quotas has a direct impact on your revenue trajectory and your team’s motivation.

So, where do you start?

With timing. If you’re not delivering quotas to your team until February or March, you’re already behind. Salespeople need clarity by December. That gives them runway to plan, prioritize, and hit the ground running in January. Delayed quotas create confusion and stall momentum. To achieve a strong Q1, you need to equip your team early.

Quota-setting varies depending on the size of your company. Larger teams offer more flexibility. With 10 or more reps, you can spread risk, balance performance, and model averages. You’ll have top performers who consistently overdeliver, alongside newer reps who are still ramping up. The law of averages works in your favor. You can afford some variance. Smaller teams don’t have that luxury.

When you’re running a small team, maybe two or three reps or founder-led sales, every individual matters. One person missing quota can tank your number.

You can’t rely on averages. You need precision.

That means tying quotas to actual relationships, known opportunities, and real probability. It’s not about slicing up a target evenly. It’s about assigning numbers based on what’s realistically achievable in each territory or account list.

Territory design plays a big role here. Whether it’s geographic, vertical, or named accounts, quota must reflect the market potential. You can’t expect equal performance from unequal opportunity. If Rep A has 500 viable accounts and Rep B has 50, their quotas shouldn’t look the same unless you have data that says Rep B’s accounts are closer to your Ideal Client Profile. Use available market data to inform the number. Don’t assign quotas in a vacuum.

In larger organizations, quotas often originate from the top down, typically from finance. The CEO and CFO commit a growth number to the board, investors, or in public filings to the SEC. They have no choice but to pass it down. It’s not uncommon for the sales team to receive the number without context. That’s a problem. If you’re in a leadership role, you need to pressure test that number. Can your team realistically hit it? If not, what additional resources are required?

More headcount?
Better enablement?
Marketing support?

In large organizations where the quota is driven by investor expectations, the VP of Sales must establish an organization well before the new year that achieves this year’s goal, while also meeting the expectation of growth for the next year. Planning ahead, sometimes years in advance, is part of the job.

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Turning Around Sales Performance: Strategies for CEOs and Sales Managers to Foster Internal Alignment

By Sean O'Shaughnessey

Navigating a sales turnaround isn’t just about fixing numbers; it’s about transforming the business. It’s about realigning expectations, rebuilding internal trust, and creating a structured, sustainable path forward.

If you’re a CEO, sales manager, or a key salesperson in your organization, the pressure to reverse a sales slump can feel overwhelming. However, the truth is that turnarounds aren’t made in a sprint; they’re built through clarity, consistency, and effective communication.

Too often, sales leaders make the mistake of focusing only on the downward trend. They get caught up in the urgency of the numbers and forget that the real challenge lies in managing upward, setting expectations with executive leadership, and aligning them with reality.

If your sales team is underperforming, your internal stakeholders are your new audience. Just as with external prospects, you need to manage their expectations with a clear, actionable plan.

The process starts with a shift in mindset.

Instead of viewing upper management as critics, think of them as clients. What do they need to believe in this turnaround? What information do they need to trust your leadership? Start by building a high-level outline. Avoid over-engineering the details in the early stages. Focus on where you want to go, then reverse-engineer the steps to get there.

Every turnaround starts from a rear position. That means your first job is to stop the downward momentum. Before you can scale revenue, you need to stabilize it. That requires a clear definition of success, agreed upon by everyone involved.

Are you trying to double revenue in 12 months?
Or just return to last year’s baseline?
Is that goal realistic given your market, team, and resources?

If not, revise it. A stretch goal is fine. A fantasy is not.

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Beyond Quotas: Elevate Your Sales Strategy with Continuous Coaching

By Sean O'Shaughnessey

Salespeople often rely on short-term tactics to hit their numbers. But what if the difference between mediocrity and excellence isn’t in the last-minute push, but in the way we plan, coach, and lead throughout the year? Many sales managers treat coaching as a reactive measure, something they do when performance drops. That’s a missed opportunity.

Proactive coaching isn’t just about fixing issues. It’s about enhancing potential.

The best salespeople in the world, much like top athletes, have coaches. Not because they’re failing, but because they’re trying to be even better. If your top rep is hitting quota, that’s not the finish line. That’s the starting point for the next level of performance.

Sales leaders often default to focusing on the bottom performers. That’s necessary, but incomplete. High performers need guidance, too. Not to be micromanaged, but to be challenged. Ask yourself: What are you doing to help your top performers improve? If the answer is “not much,” you’re leaving growth on the table.

There’s a tactical way to approach this.

Most companies conduct quarterly business reviews with customers. The same structure can be flipped inward and used as a coaching tool. Instead of asking what happened last quarter, ask what could happen next. What would success look like in the next 90 days? What challenges need to be addressed before they become problems?

This isn’t about adding another meeting to everyone’s calendar. It’s about intentional planning. One-to-one conversations that go deeper than pipeline reviews. The goal is to align on strategy, identify gaps in skills or processes, and develop a roadmap for improvement. Done right, it drives accountability and engagement simultaneously.

Salespeople often say they want more training. But training without context falls flat. Coaching provides that context. It’s individualized, relevant, and ongoing. It also sends a message: your development matters. That message builds loyalty. It also improves performance.

If you’re a CEO or founder managing your own sales or leading a small team, this applies even more. You’re not just the closer, you’re the coach. Your team’s performance will reflect your commitment to their growth.

Are you investing time to help them get better?
Or are you too busy chasing deals to build a repeatable system?

Coaching doesn’t have to be complicated.

Begin by evaluating three key areas:

network,
skills,
metrics.

Does your rep have enough network reach to generate leads? Do they have the tactical skills to progress deals? And are you tracking the right metrics to measure performance, not just outcomes? If any of those are unclear, that’s your starting point.

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