The Single Source Sprint: Elevate Your Sales GameIn this episode of 'This is the Play,' Steven Werley introduces 'The Single Source Sprint,' a strategy designed to place sales managers in the top 5% of their field. The key to this method is establishing a reliable CRM as the single source of truth, scrubbing away cluttered and inaccurate data. Werley outlines a daily 10-minute and weekly 20-minute routine to ensure CRM cleanliness, emphasizing the importance of seven core fields: owner, stage, amount, close date, last touch, next action, and confidence level. Additionally, leveraging AI tools like ChatGPT can assist in maintaining pipeline hygiene, ultimately boosting decision-making and forecasting accuracy.00:00 Introduction to the Single Source Sprint00:55 The Importance of a Single Source of Truth01:34 Implementing the Daily Hygiene Loop03:21 Choosing and Enforcing Your CRM05:19 Daily and Weekly Review Processes08:15 Leveraging AI for CRM Hygiene13:05 14-Day Plan for CRM Optimization13:39 Final Action Steps and OutroThe Play: Single-Source SprintChoose your SSOT: the CRM. Freeze side sheets read-only.Enforce 7 canonical fields: Owner, Stage, Amount, Close date, Last touch, Next action, Confidence.Make “Next action + date” required — otherwise not a valid opp.Build 3 core views: Missing Next Action • Stale by SLA (Hot 24h, Warm 72h, Cold 7d) • Closing This Week.Run a daily 10–15 min Status-Sweep: fix missing next steps, touch stale opps, close junk.Hold a weekly 20-min exceptions review: discuss outliers; every decision = next action.Keep a dashboard with only 3 metrics: Time-to-first-touch • Stage-to-stage days • Win rate by source.Export a simple opps table and let GPT run a hygiene audit, returning a fix list and close/recycle candidates.Don’t add new fields mid-sprint; stick to the 7 canonical.Keep dashboards at 3 metrics.Archive side sheets read-only — no split sources.Back up before bulk edits.Start (≤5 min): Export today’s open opp view, paste into GPT with the audit prompt, and copy the FIX LIST into your task queue.Finish: Run a 15-minute Status-Sweep today and schedule it daily.AI SidecarExport a simple opps table and let GPT run a hygiene audit, returning a fix list and close/recycle candidates.GuardrailsDon’t add new fields mid-sprint; stick to the 7 canonical.Keep dashboards at 3 metrics.Archive side sheets read-only — no split sources.Back up before bulk edits.Action in 5Start (≤5 min): Export today’s open opp view, paste into GPT with the audit prompt, and copy the FIX LIST into your task queue.Finish: Run a 15-minute Status-Sweep today and schedule it daily.

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