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What's Your Big Idea?
What’s your big idea? Whether it’s
expanded offerings, a new go-to-market
approach, or changing your positioning.
Here are 14 steps to make a Sales/
Marketing executive’s “big idea” a success.
DEFINE
CHANGE
1.	Forge a common set of change priorities
among leadership
2.	Bring together a cross-functional group to
identify the “key plays”
3.	Develop a sales transformation roadmap
of launch events and recurring field
communications
BUILD TOOLS
FOR CHANGE
4.	Agree on change indicators
5.	Build a project plan
6.	Gather customer insight content
7.	Create conversational tools
8.	Compile into just in time, sales ready playbook
LAUNCH
THE CHANGE
9. Bring sales teams and their managers 			 	
	 together for a launch event
10. Focus on live opportunities, allowing for real-	
	 world application
11. Drive immediate implementation through 		
	 sales manager coaching
SUSTAIN THE
CHANGE
12. Manage to defined leading indicators
	 of success
13. Gather sales teams to share
	 success stories
14. Update the playbook content and tools 		 	
	 based on sales insights and lessons learned
Read More about
Sales Transformation
DSG helps B2B companies
implement their
“Big Ideas” for Growth
Learn More about DSG
Connect with us

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B2B Sales Transformation Checklist

  • 2. What’s your big idea? Whether it’s expanded offerings, a new go-to-market approach, or changing your positioning. Here are 14 steps to make a Sales/ Marketing executive’s “big idea” a success.
  • 4. 1. Forge a common set of change priorities among leadership 2. Bring together a cross-functional group to identify the “key plays” 3. Develop a sales transformation roadmap of launch events and recurring field communications
  • 6. 4. Agree on change indicators 5. Build a project plan 6. Gather customer insight content 7. Create conversational tools 8. Compile into just in time, sales ready playbook
  • 8. 9. Bring sales teams and their managers together for a launch event 10. Focus on live opportunities, allowing for real- world application 11. Drive immediate implementation through sales manager coaching
  • 10. 12. Manage to defined leading indicators of success 13. Gather sales teams to share success stories 14. Update the playbook content and tools based on sales insights and lessons learned
  • 11. Read More about Sales Transformation
  • 12. DSG helps B2B companies implement their “Big Ideas” for Growth Learn More about DSG