Good morning,
The standard you defend today protects the revenue you depend on tomorrow.
Every missed follow-up, weak qualification call, or vague forecast that goes uncorrected sends a message. Not just to the person involved, but to the entire team.
Standards are not set by what you say. They are set by what you allow.
The moment you tolerate underperformance, ambiguity, or excuses, you train your organization to repeat them.
Over time, that tolerance compounds into lost revenue, stalled pipelines, burned trust, and culture drift.
For sellers, this sharpens your self-awareness and deal discipline. For managers, this strengthens your coaching and accountability. For business owners, this protects margins and valuation.
Revenue is not lost in dramatic collapses. It erodes through tolerated inefficiencies.
Customer trust does not disappear overnight. It fades when expectations are not enforced. This workshop helps you see the signals early and act before the cost multiplies.

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DEFINITIONS
Term | Definition |
Leading Indicator | A metric that predicts future results, such as meetings set or proposals sent. |
Lagging Indicator | A metric that reflects past performance, such as closed revenue. |
Pipeline Integrity | Accuracy and honesty in deal stage, value, and probability. |
Performance Drift | Gradual decline in standards without direct correction. |
Silent Tax | Hidden revenue loss caused by tolerated inefficiency. |
Coaching Gap | The distance between expected and actual performance that goes unaddressed. |
TEST YOUR KNOWLEDGE
Question | Format | Answer Key |
Which of the following is a leading indicator of underperformance? | A. Revenue closed B. Meetings canceled C. Annual quota D. Total commission earned | B |
If a top seller misses documentation standards but hits quota, it is harmless to ignore it. | True or False | False |
What is one behavior you currently allow that, if repeated for a year, would hurt revenue? | Short Answer | Open response. Any tolerated negative behavior needs to be addressed. |
DO’S AND DON’TS
Do | Don’t |
Address small issues immediately | Wait for a quarterly review to fix obvious problems |
Measure behavior, not just results | Worship revenue while ignoring process |
Define non negotiable standards | Assume people know the bar without stating it |
THE WORKSHOP
Module One: The Cost of Drift
Objective
Identify the early signals of underperformance before they impact revenue.
Introduction
Underperformance rarely begins with missed quota. It starts with a subtle drift. Slower follow-up. Looser qualification. Vague CRM notes. If you do not interrupt drift early, it compounds. This module trains you to recognize and quantify small leaks before they cause financial damage.
Exercise: The Silent Tax Audit
Area | Current Behavior | Tolerated? | Revenue Risk |
Follow-Up Time | 48-hour response average | Yes | Slower deal velocity |
CRM Accuracy | 30 percent incomplete fields | Yes | Forecast distortion |
Discovery Depth | Surface level questions | Yes | Low close rate |
How to Complete This Exercise
Review your past 30 days. Look at response times, CRM hygiene, meeting quality, and forecast accuracy. Identify where you hesitated to correct behavior. That hesitation is tolerance. Estimate the revenue impact if the behavior continues for 6 months.
Real World Example
If you allow 48 hour follow up instead of same day response, you reduce urgency. In competitive markets, speed signals commitment. That delay can cost trust and priority.
Case Study
Problem: A media sales team tolerated incomplete CRM entries.
Solution: Leadership implemented a non negotiable rule. No next meeting, no active stage.
Results: Forecast accuracy improved by 22 percent. Close rate increased 11 percent in one quarter.
Discussion Questions
Question | Answer |
Why does drift often go unnoticed? | Because revenue may still appear strong in the short term. |
What makes small issues expensive later? | They multiply through repetition. |
What is one signal you will track weekly? | Leading indicator such as response time or stage duration. |
Module Two: Standards Create Safety
Objective
Define clear non-negotiable standards that protect performance.
Introduction
Teams do not rise to vague expectations. They perform to enforced standards. Standards create clarity. Clarity creates consistency. Consistency builds trust with customers.
Exercise: The Non-Negotiable List
Standard | Current State | New Expectation | Enforcement Action |
Follow Up | Within 48 hours | Same day | Reviewed weekly |
Proposal Quality | Inconsistent formatting | Standard template | Manager approval required |
Forecast Notes | Minimal detail | Clear next step with date | No date, no stage |
How to Complete This Exercise
Choose three behaviors that most impact revenue. Define the new expectation in measurable terms. Decide how you will inspect and reinforce them weekly.
Real World Example
If you require every proposal to include quantified ROI, you elevate conversation quality and protect margin.
Case Study
Problem: A software firm tolerated discounting without approval.
Solution: Required written margin justification for any price reduction.
Results: Average deal margin increased 6 percent within 90 days.
Discussion Questions
Question | Answer |
Why are standards often vague? | Leaders assume alignment without confirming it. |
What happens when standards are enforced consistently? | Culture stabilizes and performance rises. |
Which standard would most improve your pipeline today? | The one closest to customer interaction. |
Module Three: Courageous Correction
Objective
Build the discipline to correct underperformance early.
Introduction
Most revenue leaders do not lack awareness. They lack speed. A correction delayed becomes culturally accepted. You protect the team by addressing issues early and directly.
Exercise: The 15 Minute Correction Plan
Situation | Conversation Opener | Clear Expectation | Follow-Up Date |
Missed follow-ups | I noticed the response time increased this week | Same-day response required | One week |
Weak discovery | Walk me through your last call questions | Minimum five depth questions | Next call review |
Forecast gap | Help me understand probability logic | Stage must match evidence | Friday pipeline review |
How to Complete This Exercise
Write out the correction before the meeting. Be specific. Tie feedback to measurable impact. End with a date for review.
Real World Example
Instead of saying, improve your pipeline, say, your stage three deals must include a confirmed budget and timeline.
Case Study
Problem: A business owner avoided correcting a high producing but toxic seller.
Solution: Direct conversation tied behavior to company standards.
Results: Cultural stability improved and voluntary turnover decreased.
Discussion Questions
Question | Answer |
Why do leaders delay correction? | Fear of conflict or short term disruption. |
What is the cost of delay? | Cultural erosion and lost trust. |
What mindset shift is required? | Correction protects, not punishes. |
PATH TO FLUENCY
KPI Dashboard
Metric | 30 Days | 60 Days | 90 Days |
Follow-Up Speed | Baseline measured | 25 percent faster | Same day standard met |
CRM Accuracy | Audit complete | 80 percent accurate | 95 percent accurate |
Forecast Integrity | Defined stage rules | Weekly review discipline | Forecast variance under 5 percent |
Coaching Cadence | Biweekly sessions | Weekly sessions | Documented improvement plans |
RECOMMENDED READING
Title | Author | Year | Publisher |
Jim Collins | 2001 | HarperBusiness | |
Patrick Lencioni | 2002 | Jossey Bass | |
Mort Greenberg | 2025 | digitalCORE Publishing |
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The Revenue Workshop isn’t theory. It’s a field-tested system used by real leaders, in real markets, under real pressure.
Each newsletter is based on one of over 300 workshops and worksheets found in the eight books of the RevenueVsSales.com and TheFocusedSeller.com book series.
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