Operations · Practitioner

Running a presales retro that changes behavior

A 45-minute monthly cadence that turns deal noise into team learning.

8 min

Outcomes

  • Run a structured monthly retro
  • Surface the top three process changes worth making
  • Close the loop within 30 days

The agenda

Wins and what made them work. Losses and what was avoidable. Three process changes for next month. Owners and dates.

Schedule and run one

  1. Put a 45-minute monthly retro on the calendar.
  2. Run it.
  3. Ship the three changes within 30 days.