Pointer Strategy

AE

AE Probation Plan

Account Executive — 90-day structured probation with 30/60/90 milestones

Role
1. Assign Milestones
2. Review Plan
Day 30: 65Day 60: 16Day 90: 7Ongoing: 031 cert gates

Assign each skill to a probation milestone. Toggle the cert gate if the skill must be formally certified before passing that review.

Develop Through Training (88)

Open conversations and set the agenda

Train: opening control, time management, agenda alignment, outcome framing, transition discipline

Establish credibility early

Train: opening discipline, context setting, relevance establishment, audience-matched communication

Listen actively and capture structured notes

Train: active listening, understanding checks, structured note capture, summarisation, handoff readiness

Document qualification evidence in CRM

Train: evidence capture, problem and impact documentation, stakeholder visibility, stage progression discipline

Articulate the buyer problem and value clearly

Train: problem summarisation, outcome framing, value linkage, audience matching

Handle buyer objections

Train: objection diagnosis, calm response, value reframing, momentum preservation

Gain next-step commitment

Train: close summarisation, explicit ask, ownership clarity, timing control, follow-through discipline

Identify additional stakeholders early

Train: stakeholder identification, influence hypothesis, involvement planning, early multithreading

Send recap and alignment emails

Train: recap clarity, decision capture, ownership confirmation, risk surfacing, next-step alignment

Conduct effective discovery

Train: current-state diagnosis, impact discovery, constraint identification, outcome definition, evaluation judgement

Map decision process and timeline

Train: process mapping, approval-path clarity, critical-event anchoring, timeline control, risk surfacing

Build and coach a champion

Train: champion identification, internal story building, evidence packaging, next-step coaching

Map stakeholders and multithread the deal

Train: stakeholder mapping, stance assessment, coverage-gap diagnosis, influence mapping, multithreading execution

Create mutual action plans

Train: plan construction, owner alignment, milestone control, validation checkpoints, decision-path management

Prioritise use cases and control evaluation scope

Train: use-case prioritisation, scope control, exclusion discipline, evaluation alignment, decision focus

Deliver tailored product demos

Train: demo storyline design, use-case prioritisation, in-session relevance checking, audience handling, next-step validation

Build ROI models and business cases

Train: value-driver identification, assumption building, ROI modelling, stakeholder alignment, business-case communication

Position pricing and packaging to value

Train: package recommendation, value-based commercial framing, scope-to-price alignment, trade-off handling, price defence

Coordinate internal deal resources

Train: resource planning, internal briefing, owner clarity, timing orchestration, follow-through

Apply deal qualification and progression discipline

Train: qualification evidence, stage-rigour, deal inspection, go-hold-exit decisions, CRM hygiene

Refine the value hypothesis

Train: discovery synthesis, message refinement, stakeholder relevance, proof alignment, consistency

Map power and navigate internal politics

Train: power mapping, influence diagnosis, political risk assessment, stakeholder strategy, mitigation planning

Develop competitive win strategies

Train: competitor diagnosis, win-theme development, differentiation planning, proof-point selection, strategy adaptation

Maintain deal momentum, manage indecision, and recover stalled deals

Train: next-step control, stall diagnosis, unblock planning, re-engagement strategy, parallel-vendor risk management

Negotiate commercial terms

Train: negotiation planning, concession guardrails, value protection, term trade-off control

Navigate legal, procurement, and vendor onboarding

Train: paper-process planning, term summarisation, owner coordination, signature-readiness control

Mobilise executive sponsors

Train: executive alignment, risk framing, investment discussion, sponsor activation

Present the final proposal and business case

Train: business case framing, proposal storytelling, assumption clarity, concern resolution

Orchestrate the close plan and signature

Train: close-plan construction, owner coordination, dependency management, signature control

Complete a clean sales-to-success handoff

Train: scope transfer, success-criteria clarity, stakeholder alignment, onboarding readiness

Maintain forecast accuracy and communicate risk

Train: forecast hygiene, evidence-based judgment, risk communication, date control

Map the buying committee

Train: stakeholder identification, influence mapping, reporting-line inference, multithreading planning

Research accounts and develop outreach hypotheses

Train: signal gathering, account synthesis, hypothesis formation, outreach prioritisation

Develop outbound value hypotheses

Train: account-context synthesis, problem framing, why-you-why-now articulation, outreach relevance

Write outbound emails

Train: relevance framing, concise writing, personalisation, next-step control

Execute outbound calls

Train: clear opener, relevance delivery, question flow, objection handling, next-step closing

Personalise outreach at scale

Train: segmentation logic, message tailoring, efficient research use, throughput discipline, quality control

Use customer stories and proof points

Train: story selection, proof-point relevance, outcome framing, credibility preservation

Tailor communication to the audience

Train: audience diagnosis, message adaptation, vocabulary control, emphasis selection, clarity under constraint

Conduct technical discovery and fit assessment

Train: environment mapping, requirement capture, integration assessment, gap identification, technical success-criteria alignment

Draft proposals and statements of work

Train: scope translation, outcome clarity, responsibility definition, commercial-term accuracy, document quality

Manage security, compliance, and technical risk reviews

Train: risk discovery, stakeholder coordination, mitigation planning, evidence management, blocker progression

Navigate RFP and RFQ processes

Train: pre-RFP influence, bid judgement, response coordination, compliance management, win-strategy alignment

Secure pricing approvals within governance

Train: guardrail application, approval justification, trade-off logic, deal-speed preservation

Use AI to accelerate account research and message preparation
Use AI to analyse interactions and improve follow-up
Use AI to inspect pipeline signals and prioritise work
Build target prospect lists

Train: list construction, fit-based filtering, source triangulation, QA checks

Engage prospects through social outreach

Train: channel judgement, relevance creation, social engagement quality, conversation starting, outcome tracking

Lead onboarding kickoffs

Train: kickoff facilitation, objective alignment, role clarity, first-impact planning

Create success plans

Train: outcome definition, stakeholder alignment, KPI mapping, milestone planning, review cadence

Lead business reviews and communicate value

Train: value synthesis, review facilitation, stakeholder alignment, next-step control

Conduct expansion discovery

Train: problem discovery, use-case expansion, stakeholder uncovering, proof-point development, next-step diagnosis

Structure multi-year and enterprise agreements

Train: agreement structuring, term and ramp design, adoption-maturity alignment, option comparison, commercial risk judgement

Coachabilityattribute
Curiosityattribute
Learning Agilityattribute
Achievement Orientationattribute
Resilienceattribute
Ownershipattribute
Initiativeattribute
Disciplineattribute
Adaptabilityattribute
Ambiguity Toleranceattribute
Commercial Acumenattribute
Business Judgmentattribute
Strategic Thinkingattribute
Analytical Orientationattribute
Problem-Solving Orientationattribute
Customer Empathyattribute
Value Orientationattribute
Executive Presenceattribute
Influenceattribute
Communication Clarityattribute
Collaborative Orientationattribute
Technical Acumenattribute
Industry Experienceattribute
Buyer Persona Experienceattribute
Segment Experienceattribute
Startup / Scale-Up Fitattribute
Builder Mentalityattribute
Digital & AI Fluencyattribute
Customer business model and unit economicsknowledge
Industry / vertical context and buying patternsknowledge
Product, use cases, and technical architectureknowledge
Buyer personas, KPIs, and decision driversknowledge
Competitive landscape and alternativesknowledge
Commercial model, pricing, contracting, and implementation modelknowledge

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Pointer Strategy builds structured probation and performance management frameworks for revenue teams.

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