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Sales · Account executive

Before you start

Take over 6 deals and set your numbers before the quarter ends.

25 minSet in the US ($)Monica is your colleague

Your brief

You are a mid-market account executive (AE) at Rosterwick. Rosterwick sells scheduling and time clock software for hourly teams. Buyers pay per seat, per year.

It is Tuesday, October 6, 9:00 am Central time. Rosterwick's Q3 ends Saturday, October 31. Yesterday you took over Kyle Ashford's 6 open deals. Kyle moved to another team.

Your sales manager, Monica, wants three things today. For each deal: a forecast category, the next step and a short message to the buyer. A deal desk request for Pellmont. And your Q3 numbers. Short notes are fine.

Use the files and the assistant as much as you like. The assistant is Rosterwick's AI tool. It can read any file you attach.

You have 25 minutes. New messages may arrive while you work. Read each one.

You can only message Monica here. To pass something to a buyer or a team, write it in that deal's box in Deals, in the Pellmont deal desk request or in the Forecast note. Monica sends it on.

What happens in 25 minutes

  1. StartRead the filesThey sit on the left of your screen.
  2. Any timeAsk MonicaMonica is your colleague in the test and knows facts the files leave out.
  3. Any timeUse the AIUse it as much as you like. It can read any file you give it.
  4. PartwayThe plan changesNew messages arrive. Read them and update your work.
  5. At the end2 short questionsType your answers or say them out loud.

Check before you start

  • Use a laptop or desktop
  • 25 quiet minutes, no break
  • A microphone helps. Typing works too.

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