- Read the last 90 days of approvals. Sort by what got escalated and why. That is the real policy.
- Sit with three AEs on live deals. Learn what they hear from customers before I tell them what the desk needs.
- Meet Legal, Finance, and RevOps once each with one question: “What lands on your desk that shouldn’t?”
- Ship one thing by day 30 that removes a step. A playbook entry, an approval rule, a template. Small and visible.
- Propose the daily brief. It is already built. The only question is what it should flag here.
Sample 7 of 7
“What would you do in your first 30 days?”
The first 30 days