Most portfolio talent reviews stop at quota attainment and a few manager interviews
The data says that is not enough.
40%
median annual sales rep turnover
18-30 mo
typical tenure for a VP of Sales or CRO
$75K-$250K
fully loaded cost of losing one rep
What we will discuss
Why attainment is not enough. What quota numbers and manager interviews miss about the team you own.
What rigorous looks like. Like a blind tasting, judge what is in the glass, not the label.
Why sequencing matters. The order of moves matters as much as the assessment itself.
AI on the front line. How AI is changing the way you can assess your frontline reps and management team.
What is in it for you
A sharper lens. A clearer view of what to look at beyond attainment when you review portfolio sales talent.
A repeatable approach. What a rigorous assessment involves, and the right order to do it in.
Peer perspective. A small, candid room of investors and operators comparing notes on AI and execution.
A tasting, not a pitch. Two hours of wine and small plates in a small room. No pitch deck.
Event details
Date: Wednesday, November 4, 6:00 to 8:00 PM (EDT)
Location: Rochambeau, 900 Boylston St, Boston, MA 02115
Refreshments: Wine and appetizers served throughout the evening
Sources: SPOTIO State of Field Sales 2026 (via Convex), RepCard, JRG Partners. Directional figures; turnover definitions vary by source.