Free QBR & Account Planning Templates / Training

If the thought of putting together your QBR (Quarterly Business Review) or territory plan makes your head spin, or if your past efforts haven’t quite hit the mark – this video is for you.

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I’m about to walk you through the BEST practices for crafting a killer territory plan and QBR that’ll make your leadership and peers stop in their tracks. And guess what? I’m handing over templates – yep, both in deck and doc formats – that’ll save you hours of guesswork.

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CLICK HERE to access the Territory Plan/QBR Deck Template. (View only - make a copy)

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CLICK HERE to access the Sales Rep Territory Plan Template. (View only - make a copy)

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We’ll dive into how to present them like a boss and hit those numbers in the video below.

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Get ready to roll up your sleeves and take charge of your territory like never before.

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Go out there and crush it!

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See you next Sunday!

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👊 JJJ