Start here: set up your team’s practice.
Five steps. The first four take a few minutes, once. The fifth is your weekly look.
1Log in and open your team dashboard
What: Go to selltothemax.ai, click Log in and type the email address your welcome email went to. No password. Then click Team in the top menu, or go straight to selltothemax.ai/team-dashboard.
Why: Your seat is a full seat, so you can practice too. Team is the view only the manager gets.
How, in 2 minutes:
- Open selltothemax.ai and click Log in.
- Type your email and continue.
- Click Team in the top menu.
One thing plainly: the dashboard is protected by knowing your email address, not by a password. Prefer not to rely on that? Reply to your welcome email and I’ll send you the same numbers as a weekly report. A new browser tab asks for your email again.
2What you see, and what you don’t
What: Each rep’s practice average beside their real-call average, and the trend between them. Who’s practicing and who’s gone quiet, which deals have stalled, where the team is strongest and weakest, and the cold calls each rep logs every week.
Why: You never see a rep’s transcripts, written feedback or redone calls. Reps practice more freely when the mistakes stay theirs, and the scores still tell you whether practice is showing up on real calls.
How, in 2 minutes:
- Open Team. The cards at the top are the whole team; below them, each rep.
- Hover the small info icon next to any number for what it means.
- Want to look before your reps have data? The sample team dashboard runs on made-up numbers.
3Put practice on the calendar
What: 30 minutes a week per rep: three practice calls, one real-call review, and their cold calls logged.
Why: That’s the whole system. A recurring block is what turns it into a habit; without one it slides behind real calls.
How, in 2 minutes:
- Put one recurring 30-minute block on each rep’s calendar, same time every week.
- Send your reps selltothemax.ai/start. It’s their four steps, in order.
- After the first block, open Team: everyone who practiced shows up.
4Pick the guarantee number
What: Your 3-month performance guarantee measures one number for the whole team: the average weekly Cold Call Volume per rep, or the team’s average real-call score.
Why: If that number isn’t up 10% after 12 weeks, you get a full refund of the team subscription. Full terms.
How, in 2 minutes:
- You picked it on the team setup form. To check or change it, open Dashboard (your own, not Team).
- Find the guarantee card and pick the number.
- It locks at the end of week 2, so decide by then.
5Where to see trends
What: Team: practice vs real calls, at the top of the Team view: the team’s weekly averages, amber for practice and teal for reviewed real calls. Below it, the same chart for each rep, and Practice vs real, by call type.
Why: The question each week: is the teal line following the amber one? And who has gone quiet?
How, in 2 minutes:
- Open Team once a week.
- Use the Period buttons (7, 30 or 90 days, or All) to zoom out.
- Switch a chart between Weekly and Every call to see single calls.
Each week
- Your reps: 30 minutes of practice
- You: one look at Team
That’s it.
Want a walkthrough with your reps? Book 20 minutes with me.