Share
Explore

icon picker
100-Dollar Voting for your Sales OS

Everyone gets $100 to allocate to our tool stack
This is a simple prioritization we use at Coda, largely inspired by . It’s especially useful when there’s a big decision and time to work through options — for example, quarterly planning (read Lenny Rachitsky’s on Coda’s planning process).
Most priority exercises are one dimensional (”vote on your top 3 priorities”). This works when you need to make a quick decision. However, many situations call for a more in-depth understanding of how people on your team actually feel. The $100-dollar exercise adds a second dimension of weight. So not only do you end up with a ranked list of priorities, but you also understand how much your team favors some ideas over others (”the #1 idea is 4x as important as the #2 idea”).
Use this template to help your team share their needs and current use cases of your sales tool stack — to define your optimal Sales Operating System.
image.png

info

Facilitator Instructions

Copy this doc
and
Clear sample data
.
Pick participants: List everyone that is participating in this exercise below.
Add ideas: Give everyone time to add ideas.
Vote: Each participant allocates $100 dollars across their favorite ideas.
Show vote allocations: When everyone's done allocating their dollars, uncollapse the "Dollar Allocation" at the bottom of the page.


1. Join the game.

Click the button below to join.
Join the game
Participants
Participants/Teams
Role
Allocated
Remaining
1
Polly Rose
Account Executive
000
100
$0.00
2
Lola Tseudonym
Sales Engineer
000
55
$45.00
3
Adam Davis
SDR
000
30
$70.00
There are no rows in this table

2. Add your use cases and needs of your tool stack

Capture the needs your team has of your Sales tools, categorized by use case
Add Idea
Reset votes
Ideas
Use Case Category
Idea author
Details
1
Send prospecting emails to non-users in an account.
Prospecting / Engagement
Polly Rose
2
Research account background and business goals
Productivity
Adam Davis
3
Create a new segment for Enterprise accounts.
Team Operations
Lola Tseudonym
4
Create forecasting sheet for newly created sales pods.
Forecasting
Adam Davis
There are no rows in this table

2. Vote with your $100.

Add Idea
Reset votes
Ideas
Use Case Category
Details
One
Five
Ten
Twenty
Fifty
1
Send prospecting emails to non-users in an account.
Prospecting / Engagement
2
Research account background and business goals
Productivity
3
Create a new segment for Enterprise accounts.
Team Operations
4
Create forecasting sheet for newly created sales pods.
Forecasting
There are no rows in this table

3. Discuss and take notes.

Write notes below, discussing for the top voted use cases what the current tool of choice is, what features make it a winner, and whether or not the feature-set justifies the cost of ownership for your team! Hint: you can build 100s of point Sales solutions on Coda.
Show results (once everyone is done allocating)
2

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.