Starting a New AE Role, What do you do in the first month to set your self up for success?

starting a new role as ENT AE (Saas) I have been an Enterprise AE before but this company is smaller.


Curious what other people do when they start at a new company to make sure they hit the ground running.


a few things I am thinking.

  1. talk to customers find out why the bought, and why they still use i
  2. Work with SE to understand why we demo the way we do.
  3. Look to understand the true problems the solutions solves not just the features it has.


what am I missing??

👑 Sales Strategy
📈 Closing
🥎 Training
13
CoorsKing
WR Officer
11
Retired King of the Coors Knights
I made a whole journal series about it, check it out 
Sunbunny31
Politicker
6
Sr Sales Executive 🐰
^^ This right here.  There's a whole template to follow.
unclespacejam
Politicker
0
ur dad’s brother
Where does on find such a journal??
CoorsKing
WR Officer
2
Retired King of the Coors Knights
Click my profile or go to the Bravado Academy link
0
Hey @CoorsKing Im trying to find your journal in you profile but cant seem to find it and I don't see the link to Bravado Academy can you help me find said journal?
1nbatopshotfan
Politicker
9
Sales
Walk up to the biggest baddest AE and punch them. Let them know there’s a new alpha in town. 

Or, read the journal from @CoorsKing 
CoorsKing
WR Officer
2
Retired King of the Coors Knights
That’s the one thing I forgot to do when I started
CuriousFox
WR Officer
6
🦊
Look up the onboarding journals in the search bar. Also the academy tab.
RealPatrickBateman
Politicker
3
🔪Amateur Butcher🔪
Whenever I start a new role or move to a new company, I have followed a very similar process:
- Week 1: Soak it all in and get onboarded with the Tech Stack, Identify the Top Reps and set a 15-20 minute meeting with each for week two. 
- Week 2: Meet with Top reps, learn their style, process and targets.  Set meetings with my direct report to review what I have learned and where I can find success from their experience. 
- Week 3: Establish my own KPI's and Target Logos and start crushing. 
- Week 4: Own the whole damn company. 
CuriousFox
WR Officer
3
🦊
Step 5. Profit! 
RealPatrickBateman
Politicker
4
🔪Amateur Butcher🔪
SHIT! Maybe that's why the last 6 companies have tanked after I took over.... Ill add this to the plan!
Justatitle
Big Shot
1
Account Executive
1.) go to the VP of Sales and ask why you don't have the best SDR and territory
2.) Reply all to each company wide email 
3.) ask the prospect why they haven't bought yet on each discovery call

or 

ignore all this terrible advice and look at @CoorsKing onboarding guide 
CoorsKing
WR Officer
4
Retired King of the Coors Knights
Well number 2 is valid. DEFINITELY do that. You want them to remember your name. Everybody loves those replies, you will be popular in no time
0
@Justatitle How were you able to access @CoorsKing onboarding journal I cant find it on his profile or the academy link can you provide some guidance
Justatitle
Big Shot
0
Account Executive
Seems as though he deleted the post and isn't really active in here anymore.
0
Oh rip, thanks for the heads up tho
Ashing
Opinionated
1
Senior Account Executive
make sure your CRM setup is CLEAN. Sometimes they just take a license and rename it from the old AE to you, so now you have all their old tasks, crap notes and junk. If that's the case, clean it out. If it's a brand new account, make sure you start on day 1 with setting yourself up documenting all the little things people mention about your clients/prospects, start setting tasks to research your clients, etc.
wolfdad
Contributor
0
Senior Account Executive
See if you can grab time with the other AE and find out what they do to be successful. 

You should also focus on building pipeline and contacts. 
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