Turn Order Takers into Opportunity Creators

Reactive selling is the default—but it doesn’t have to be the destiny.

Even your highest-potential reps can slip into reactive habits when calendars are overloaded and the pressure to close is high. But research shows the best sellers don’t wait. They lead.

This quick-reference checklist distills three high-impact actions you can take to help your team shift from reacting to requests… to proactively creating demand.

Whether you manage a few sellers or lead an entire commercial organization, this resource gives you a straightforward starting point to build more proactive, high-performing teams.

Use this checklist to:

• Spot the habits holding sellers back – Diagnose the reactive patterns your team may not even realize they’ve adopted.

• Empower smarter planning – Show sellers how to think proactively using AI-assisted questions and insight-driven prep.

• Reinforce behavior change – Equip frontline managers to coach the how, not just the what, behind better results.

Download the checklist and put your sellers on the path to more meaningful conversations—and higher win rates.