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.

Turn to Best View Tables Below

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

Title

Author

Year

Publisher

Jim Collins

2001

HarperBusiness

Patrick Lencioni

2002

Jossey Bass

Mort Greenberg

2025

digitalCORE Publishing

==

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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