The Single Source Sprint: Elevate Your Sales Game

In 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 Sprint

00:55 The Importance of a Single Source of Truth

01:34 Implementing the Daily Hygiene Loop

03:21 Choosing and Enforcing Your CRM

05:19 Daily and Weekly Review Processes

08:15 Leveraging AI for CRM Hygiene

13:05 14-Day Plan for CRM Optimization

13:39 Final Action Steps and Outro

The Play: Single-Source Sprint

1. Choose your SSOT: the CRM. Freeze side sheets read-only.

2. Enforce 7 canonical fields: Owner, Stage, Amount, Close date, Last touch, Next action, Confidence.

3. Make “Next action + date” required — otherwise not a valid opp.

4. Build 3 core views: Missing Next Action • Stale by SLA (Hot 24h, Warm 72h, Cold 7d) • Closing This Week.

5. Run a daily 10–15 min Status-Sweep: fix missing next steps, touch stale opps, close junk.

6. Hold a weekly 20-min exceptions review: discuss outliers; every decision = next action.

7. 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 Sidecar

Export a simple opps table and let GPT run a hygiene audit, returning a fix list and close/recycle candidates.

Guardrails

• 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.
• 
  

Action in 5

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.