Free resource for revenue team leaders

The First Contact
Standards Checklist

Five elements every revenue team needs to standardize before the first meeting begins, with a diagnostic question for each one.

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Why this checklist exists

Most sales playbooks are detailed about the close. They are thin on the open.

There are pages on objection handling, negotiation, MEDDIC, multi-threading, and mutual action plans. There is rarely a page on what every rep is supposed to do in the first 30 seconds of a first meeting, what they show, what they say, and how the company is represented before a word is spoken.

Rep-to-rep variance shows up at first contact before it shows up in pipeline data.

By the time it becomes visible in your numbers, the opportunity has already moved through the funnel.

This checklist covers the five elements that create that variance, and gives you one diagnostic question for each one so you can find out where your team stands today.

What We Provide

What's in the checklist

Each element includes what the gap looks like in practice, what a real standard looks like, and one question you can ask your team today.

Digital Identity
The visual and informational standard every rep should meet before a first meeting. Pull up three profiles from your team, you'll know immediately if this is a gap.
Positioning Clarity
What every rep should be able to say in the first 60 seconds, regardless of tenure or style.
Social Proof at First Contact
The one proof element that should be ready before the conversation starts, not retrieved mid-call.
Introduction Standard
What a consistent, professional opening looks like in practice, and how to make it the default rather than the exception.
Follow-Up Infrastructure
What happens in the 30 seconds after the meeting ends. Most reps improvise this. It shows.

The Case for Infrastructure

Standardize Trust at First Contact

In a relationship-driven sales environment, trust determines outcomes. The quicker trust is established, the quicker deals move forward.

NEXT STEP

Ready to Standardize Trust Across Your Organization?

See how OTC works for revenue teams, and what it looks like when first impressions are no longer left to chance.

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