Organising Your Sales Activity
Take back control of your commercial agenda — focus your time on the actions that actually drive revenue.
What this program changes for your business
better-qualified opportunities
higher conversion rates
shorter sales cycles
AI-powered practice
Unlimited rehearsal on Skeells, instant feedback, realistic simulations tailored to your cases.
Field anchoring
Integrated managerial coaching, transfer to real customer meetings, progress tracking.
Sustainable practice
3-month Skeells access post-workshop to embed reflexes and measure skill growth.
Not a theoretical training. A rehearsal for real customer meetings.
- Filmed and debriefed role-plays
- AI simulations on your own scenarios
- Real cases brought by participants
- Individual action plans actionable on day one
Context
Your salespeople must be highly reactive to handle incoming leads, but they also need to dedicate time to developing priority clients on their territory, without neglecting their company's key accounts. Knowing how to organise your time and manage priorities to achieve your targets is rarely a natural skill. Arbitrating between short-term and long-term is always difficult.
Objective
Who is it for?
- Salespeople managing territories or portfolios
- Account managers balancing multiple client priorities
- Business development representatives organising outreach
- Any commercial professional looking to optimise their productivity
Program Outline
Identifying the levers to achieve the right results
- Understanding what truly drives commercial performance
- Focusing effort on the highest-impact activities
Analysing strengths and weaknesses: Results, Portfolio, Activity
- Conducting a honest self-assessment across three dimensions
- Spotting gaps between current and desired performance
Product mix and client mix
- Understanding how your product and client mix affects results
- Optimising the balance for maximum revenue
The client portfolio
- Segmenting and prioritising your client base
- Allocating attention based on potential and value
Commercial activity management
- Structuring your daily and weekly sales activity
- Balancing prospecting, development and client maintenance
Building an action plan aligned with priorities
- Allocating your time resource to the right activities
- Creating a realistic, prioritised action plan
Reacting to disruptions while sticking to the plan
- Managing unexpected demands without losing focus
- Techniques for protecting planned activity time
Using tools effectively to manage priorities
- Leveraging CRM and planning tools for productivity
- Building habits that keep you organised
Using company resources to save time
- Identifying internal resources that can accelerate your work
- Delegating and collaborating for efficiency
How and where to gain time
- Spotting time wasters and eliminating them
- Building sustainable productivity habits
Using AI to boost your commercial organisation
- Leveraging AI to analyse your portfolio and prioritise accounts
- Generating optimised weekly plans and action plans with AI
- Using AI to audit your time allocation and identify productivity gains
- Automating reporting and CRM updates to free up selling time
Training Format
- 1-day workshop (7 hours)
- In-person or virtual delivery
- Maximum 12 participants per session
- Personality test, methods and personal action plan
- Post-training access to Skeells platform for 3 months
Using AI in this sales skill
Concrete ways salespeople can leverage artificial intelligence to enhance this specific skill.
Portfolio prioritisation analysis
Use AI to analyse your client portfolio and recommend how to allocate your time across accounts based on potential and current revenue.
"Here are my 30 accounts with current revenue and estimated potential. Categorise them into A/B/C tiers and recommend how many visits per month each tier should receive."
Weekly planning optimisation
Generate an optimised weekly schedule that balances prospecting, client visits and administrative tasks.
"I have 40 hours this week. I need to make 15 client visits, 20 prospecting calls, prepare 3 proposals and do 1 internal meeting. Create an optimised daily schedule with travel time considered."
Action plan generation
Create a structured quarterly action plan aligned with your sales targets and portfolio priorities.
"My Q2 target is €450K. I have 50 active accounts and need 10 new clients. Generate a quarterly action plan with monthly milestones, weekly activity targets and key focus areas."
Productivity audit
Analyse your current time allocation and identify opportunities to gain efficiency.
"I spend roughly: 30% client visits, 20% proposals, 20% admin, 15% internal meetings, 15% prospecting. Analyse this split against best practices and suggest how to reallocate for better results."
Powered by Skeells
Learning continues with AI-powered practice
Interactive Podcasts
Podcasts on time management, prioritisation and commercial organisation best practices.
AI Role-Play Practice
AI coaching simulations — practice prioritising activities, planning your week and handling competing demands.
This program is part of the Qwantiq sales transformation approach — combining expert sales training, managerial coaching and AI-powered learning through the Skeells platform.
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Our Method
Sales enablement approach
Skeells AI Platform
AI-powered sales skills development
White Paper
The Great Comeback of Sales Coaching
To learn more about our vision of modern sales coaching, read our white paper: The Great Comeback of Sales Coaching.
Interested in this program?
Let's discuss how to adapt it to your team's needs.