AGM vipul 2026

Slide 1 - Current Roles and responsibilities

  • Chief Sales Co-ordinator.
  • Role
    1. Be responsible for end to end deal closures of Team and myself
    2. Ensure the sales and deal closure process as carried by team is followed by the defined process.
    3. To monitor and ensure deal are taken toward closure, ensure needed handover and get involved as needed to get them closed. .

Slide 2 Responsibilty

  1. Every deal, negotiation, visit, handover is carried on time, efficiently and is followed as per the defined process.
  2. Monitor the sales activity and make sure the defined process and systems are followed.
  3. Deal Closure - Cold Calls -> Visits -> Negotiations -> Closures.
  4. Make sure We meet the Sales target defined by organisation for the defined time.
  5. End to End cordination of all deals which involve -
  6. Cold calls, visits, discussions, negotiations, via call, text, mail etc.
  7. The defined Target is achieved by each individual and everyone in the team is working towards fulfiling it.

Slide 3 Future plans and strategy with S.M.A.R.T. numbers.

  1. Future plan to increase this number by 2X Ways to achive it
    • make twice the revenue.
    • increase the gross margin from the current standard to a double digit.
    • Reduce the average TAT of higher value [10 lakhs+] and higher margin deals from 24 days to 10 days.
    • Reduce the small ticket deal value TAT to within 7 days.

The Plan -

1 Analyse the current deal flow, conversion bottlneck for each stage.

  • calculate drop off % for each stage

Drop low prob deals fast.

Score deals with 30% and lower turnaround probability, exit decision for it done within 3 days or less.

TAT reduction: 21 to 11 or lesser days.

Define stage level benchmark, for e.g. visit planned within 3 days, negotiation closed within 5 days. stuck deals to be escalated to a higher up at the 7 day mark.

High Revenue deal focus.

Prioritise deals of 18 lakhs and higher. same team effort 2x revenue

Increase margin by book and sell model

The deal mix to be brought to 60% book and sell to achieve 10% avg margin. current margin is TPH fees heavy book and sell adds 5 to 8% margin. Small ticket deals have scope for margin, once identified immediate escalation to higher authority.

Small ticket size deal should be fast tracked.

delegate close within 7 days. Reduce senior bandwidth involvement in these deals.

  • Create a delegation SOP for small deal closers in the team.

Slide 4 Mentorship

  1. Nurture and form high agency team of leaders. Build a team of high-agency individuals who own outcomes, not just tasks.
    • Monthly 1:1 reviews tied to individual deal KPIs
    • Encourage team members to bring deal strategies, not just problems
  2. Equip the team with right tools to achieve it.
  3. Impart a Technology savvy culture Train team on various tools.
    • mindset to find the optimum way of doing work instead of repetitive work
    • focus on the key deal closure characteristics instead of focusing on the mundane task.
    • use AI to find automation in these segments.
    • make team ready for the technical know how for the products available and efficient communication of the same.
  4. make my team equipped and familiar with all the tools and technology that would help them focus on the right and skip the mundane, thus optimising.

How We Measure Team Performance

Each team member reviewed fortnightly on:

  • Deals owned (pipeline size)
  • Conversion % (leads → closures)
  • Average TAT per deal
  • Margin per deal
  • Target achievement % vs monthly goal