Key Takeaway: How to manage a sales team comes down to 4 things. Set clear expectations. Run a steady weekly rhythm. Coach on real calls. Then check the next call to see if the rep did what you coached. In Ken Lundin’s experience at RevHeat, that last step gets dropped. It happens at 5 reps and at 100. It is also the step that makes coaching stick.
What does managing a sales team actually involve?
A sales manager owns three things:
- The number. Revenue, quota attainment and the forecast.
- The pipeline. Whether there are enough real deals, at the right stages, to hit next quarter.
- The behavior. Whether reps run the sales process on real calls.
Standard CRM reports cover the first two. The third is where the first two come from.
Step 1: How do you set expectations for a sales team?
Write down three lists and give each rep a copy.
- Results. Quota, and the pipeline each rep needs to hit it.
- Activity. The meetings, opportunities and follow-ups you expect each week.
- Process. The steps every rep runs on every call: the agenda, the qualifying questions, the dated next step.
If a rep can’t tell you what’s on each list, the expectation doesn’t exist yet.
Step 2: What should a sales manager’s week look like?
A steady rhythm beats heroics. Here is a simple week you can copy:
| When | Meeting | Purpose | Time |
|---|---|---|---|
| Monday | Team pipeline review | Which deals move this week, and what each needs | 45 min |
| Tuesday–Thursday | One-on-ones | One behavior per rep, using a clip from a real call | 30 min each |
| Wednesday | Deal review | The two or three largest or stuck deals, step by step | 45 min |
| Thursday | Forecast call | Commit, best case, and what changed since last week | 30 min |
| Friday | Coaching check | Did each rep ask what you coached? Check one call per rep. | 1–2 hours |
Adjust the days. Keep the pattern. In Ken’s experience, the Friday check gets dropped first. It is also the one that tells you whether the rest of the week worked.
Step 3: How do you coach sales reps?
Coach one behavior at a time, on real calls.
- Listen to the call. Not the rep’s summary of it.
- Find the one moment that mattered. The question they skipped, the commitment they didn’t ask for.
- Give them the exact words for next time. “Next call, ask: ‘Who else signs off on this?’”
- Write down what you told them. Past a handful of reps, nobody remembers it.
- Listen to their next call. Did they ask it?
RevHeat analyzed data from Objective Management Group on 12,745 salespeople. It compared the top 10% with the bottom 10% across 30 sales skills. Two of the largest gaps were Commitment (476.92%) and Reaching Decision Makers (476.92%). Both are behaviors you can hear on a call. In the same analysis, being coachable showed no difference between the two groups.
For a structured version, use a sales performance review template and coaching plan.
Step 4: How do you run a pipeline review that isn’t a status update?
Ask about evidence, not feelings.
- “What did the buyer agree to on the last call?”
- “When is the next meeting, and is it on their calendar?”
- “Who makes the decision, and have we spoken to them?”
- “What has to be true for this to close this quarter?”
A deal with no dated next step and no access to the decision maker is not a forecast. Move it back a stage.
Step 5: How do you motivate a sales team?
Pay and quota matter. The day-to-day levers are in the manager’s hands:
- Make winning visible. Name the behavior that won the deal, not just the rep.
- Show progress. Say a rep went from asking for commitment on 2 of 10 calls to 8 of 10. They should hear about it before the revenue shows up.
- Remove blockers fast. Pricing approvals, legal reviews, missing materials.
- Be consistent. Reps notice when the rules change by the week.
Step 6: How do you manage an underperforming sales rep?
- Look at behavior before results. Which process step do they skip most often?
- Write a coaching plan for that one step, with the exact words and a weekly check.
- Check it on real calls every week and write down what you see.
- Decide on a date. If the behavior hasn’t changed after several weekly checks, you have a clear, fair record for the next conversation.
How do you manage a remote sales team?
The same rhythm works remotely. Three adjustments help:
- Record calls (with the consent your local rules require) so coaching can use what was actually said.
- Keep one-on-ones on video, at the same time every week.
- Write things down. Expectations, coaching notes and check results live in a shared place, not in someone’s memory.
How does the rhythm change from 5 reps to 100?
The rhythm stays the same. Who can run it changes. At 5 reps, the leader hears most calls personally. At 20, a manager relies on memory of a one-on-one. At 100, the leader sees the weekly roll-up and not much else.
RevHeat calls the full weekly check The Enforcement Loop:
- Read every call. Not just the ones you had time for.
- Tell each rep what to ask on the next call. Word for word.
- Remember exactly what you told each of them.
- Watch the next call to see if they did it.
- Catch the slip and fix it before it becomes a habit.
- Roll what works into a sharper playbook. Then start over.
For more on the coaching half, see sales performance coaching.
What mistakes should you avoid?
- Managing the number only. By the time the number is missed, the deals were lost weeks ago.
- Coaching from the rep’s summary. A rep’s summary is how they remember the call, not what was said.
- Giving five fixes at once. Pick one.
- Coaching without checking. Advice nobody checks is a suggestion.
- Jumping in to close the deal yourself. It saves one deal and teaches the rep nothing.
Why is it so hard to manage a sales team this way by hand?
If your Friday check keeps getting skipped, the problem is not discipline. At about 3 calls a rep a week, a 20-rep team makes 728 calls a quarter. Reading them takes about 243 hours. At 100 reps it takes 1,213. Nobody has those hours and still runs a team.
What changes when the check happens every week depends on your size:
- 5 to 10 reps: By Monday you can say why the last one died.
- 20 to 50 reps: Managers report what happened instead of what they think.
- 60 to 100+ reps: The same word means the same thing in every country, and marketing gets what the buyer said rather than a rep’s memory of it.
FAQ
What is the most important part of managing a sales team?
Checking that reps run the sales process on real calls. Targets and pipeline reviews tell you what happened. Listening to calls tells you why, and what to change next.
How do you lead a sales team?
Set clear expectations for results, activity and process. Run a steady weekly rhythm. Coach one behavior at a time on real calls, and check the next call to see whether it changed.
How often should a sales manager meet with each rep?
RevHeat recommends once a week, built around one behavior and a clip from a real call.
How do you motivate a sales team without more money?
Make winning behaviors visible, recognize progress before it shows up in revenue, remove blockers fast, and keep the rules consistent.
What metrics should a sales manager track?
Track results: quota attainment, win rate, average deal size and sales cycle length. Track pipeline for next quarter and deals with a dated next step. Then track whether reps run the key steps of your process on calls.
How many reps should one sales manager manage?
It depends on how much time the manager spends on each rep’s calls. The more reps a manager has, the fewer of each rep’s calls they can hear.
Related Reading
Ken Lundin is CEO of RevHeat, the Sales Enforcement company. Over 25 years he has sold, run sales teams and helped 200+ teams, including 5 unicorns, generate $1.5B in client sales, with two exits ($250M and $30M) and four appearances on the Inc. 500. He is a Forbes Business Council member and the author of Strategic Selling Unleashed, Broken Playbook and The SmartScaling Formula.
