# Sales Kickoff Methodology Training Outline

> A ready-to-run, time-blocked session plan for (re)launching your sales methodology at SKO: pre-work, a full facilitator agenda with four live exercises, and the 30-60-90 reinforcement plan that actually makes it stick after everyone goes home.

Free toolkit for sales leaders. Topic: [Sales Process & Methodology (MEDDIC, SPIN, Challenger)](https://www.peerlab.ai/library/topic/sales-process-methodology-meddic-spin-challenger/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/sales-kickoff-methodology-training-outline/

## How to use it

Send the pre-work packet a week before session day, run the agenda as a facilitator script on the day, then treat the 30-60-90 reinforcement plan as mandatory, the session alone will not create adoption.

## What's inside

- Pre-work packet sent one week before session day
- Full 6-hour time-blocked facilitator agenda
- Deal Triage Workshop exercise (scored against real deals)
- Qualification Sprint role-play exercise
- Objection Relay exercise
- Parallel manager-calibration track
- Live pipeline deal-review segment
- Certification exam walkthrough and scheduling
- Commitment-capture closing exercise
- Full materials checklist
- 30-60-90 post-SKO reinforcement plan

A full-day plan for relaunching or reinforcing your sales qualification methodology at SKO. Built to be run, not read, every block below is time-boxed and has a facilitator action attached.

---

## Pre-work (send 1 week before session day, ~45 minutes, individual)

- [ ] **Read**: 2-page methodology one-pager (framework stages + why-now rationale)
- [ ] **Watch**: 15-minute recorded "why this, why now" video from sales leadership
- [ ] **Self-audit**: pick 2 recent deals (1 won, 1 lost) and tag which qualification questions you did and didn't ask, using the framework's checklist
- [ ] **Bring**: those 2 deals to the session (printed or pulled up in CRM)

---

## Session-day agenda (6 hours)

### 09:00–09:15: Open: Why This, Why Now (15 min)
Leader shares one stat that shows the cost of *not* having rigor, e.g., win rate on deals with no confirmed economic buyer vs. deals with one identified. Frame: *"This isn't new hoops, it's how we protect the deals you're already working."*

### 09:15–10:00: Methodology Deep Dive, Part 1 (45 min)
Walk each stage/letter of the framework against a real closed-won deal, annotated live. Open Q&A for the last 10 minutes.

### 10:00–10:45, Exercise 1: Deal Triage Workshop (45 min)
- Breakout groups of 3–4.
- Each rep brings their 2 pre-work deals.
- Group scores each deal against the framework's checklist (see the *New Rep Certification Scorecard* for a compatible rubric).
- **Output:** each rep names the ONE missing qualification element most likely to have cost them the lost deal.

### 10:45–11:00: Break

### 11:00–11:45: Methodology Deep Dive, Part 2 (45 min)
Focus stage: objection-proofing the champion / economic-buyer conversation.

### 11:45–12:30, Exercise 2: Qualification Sprint role-play (45 min)
- Pairs. One plays rep, one plays a skeptical economic buyer using a "hostile persona" card (pull objections from the *Cold Call Opener Swipe File* companion resource or your own objection bank).
- 8-minute rounds, then swap roles.
- A third person or facilitator scores using the same rubric reps will be certified against.

### 12:30–13:15: Lunch

### 13:15–14:00: Parallel tracks
**Managers:** Calibration session: score 3 recorded calls independently, then compare. Goal: managers land within 1 point of each other on the same call.
**Reps: Exercise 3: Objection Relay (45 min):** round-robin, each rep gets 90 seconds to respond to a randomly drawn hard objection card, group scores 1–3, rotate.

### 14:00–14:45: Live Deal Review Using the Framework (45 min)
Pick 2 real, currently-open pipeline deals (anonymized if needed). Whole room applies the framework live; facilitator narrates the thinking out loud.

### 14:45–15:00: Break

### 15:00–15:30: Certification Exam Walkthrough (30 min)
Explain format, pass threshold, and retake policy. Book certification exam slots for the following week.

### 15:30–15:50, 30-60-90 Reinforcement Plan Reveal (20 min)
Show reps exactly what reinforcement looks like so today doesn't feel like a one-off event.

### 15:50–16:00, Close: Commitments (10 min)
Each rep writes one sentence: *"The one thing I'll do differently in my very next call is ___."* Collect digitally, manager follows up on this specific commitment in the next 1:1.

---

## Materials checklist

- [ ] Methodology one-pager (pre-work)
- [ ] Recorded leadership "why now" video
- [ ] Deal Triage Workshop scoring sheet
- [ ] Hostile-persona role-play cards (8–10 personas)
- [ ] Objection cards (20+)
- [ ] 3 recorded calls for manager calibration
- [ ] 2 anonymized live pipeline deals for the group review
- [ ] Certification exam logistics slide + booking sheet
- [ ] Commitment-capture form (digital or paper)

---

## Post-SKO 30-60-90 reinforcement plan

*This is what makes it stick. Most SKO content dies within two weeks without it.*

### Days 1–30, Embed
- Week 1: manager reviews each rep's "one thing" commitment in 1:1.
- Weekly 15-minute team huddle: one rep scores a live deal against the framework in front of the group.
- CRM fields required for the methodology's stages go live, not optional.
- Certification exams sat by day 21.

### Days 31–60: Calibrate
- Manager-led deal reviews require framework language, no exceptions.
- Skip-level spot check: second-line manager sits in on one deal review per manager.
- Mid-point pulse survey (1 question, anonymous): *"Are you using this without being asked?"*

### Days 61–90, Prove it
- Compare cohort win rate and cycle time (deals worked entirely post-SKO) against the trailing-12-month baseline.
- Recognize the rep who applied the framework most rigorously, not just the one who won the most dollars. Reinforce the behavior, not only the outcome.
- Retire the pre-methodology CRM fields entirely. No option to fall back to the old way.
