1. Channels. Clients, deals and agreements: CRM only. Work questions: the "Sales" chat, one thread per topic. Urgent: phone call. Announcements: the read-only "Sales | News" channel.
2. Response times. Urgent: 10 minutes. Work question: 1 hour. CRM task: accepted the same day.
3. Quiet hours. 10:00–11:30 a.m. and 2:00–3:30 p.m. are for client calls. No chat replies except urgent.
4. Meetings. Stand-up daily at 9:30 a.m., 15 minutes. Weekly review Mondays at 4 p.m., 60 minutes. One-on-ones every two weeks.
5. Minutes. Every meeting ends with: decision, owner, deadline.
6. Escalation. No reply in time: message the owner's manager.
7. After hours. After 7 p.m. and on weekends, urgent channel only.
8. Handover. Three business days before vacation, hand over accounts using the CRM checklist.
9. Review. We revisit these guidelines with the team every quarter.
To keep it off the shelf:
- Discuss it with the team before launch. People follow rules they helped write.
- Pilot it for a month. Then honestly review what didn't stick.
- The head of sales goes first. One "quick question" call at 10 p.m. undoes the entire after-hours rule.
- Make it a new hire's first read. Together with a well-configured CRM and a sales playbook, it shortens ramp-up time.