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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

Dave Mastronardi⁠

. It’s especially useful when there’s a big decision and time to work through options — for example, quarterly planning (read Lenny Rachitsky’s

deeper dive⁠

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.

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Facilitator Instructions

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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.

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Join the game

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Participants

Participants

Participants/Teams

Role

Allocated

Remaining

Polly Rose

Account Executive

000

100

$0.00

Lola Tseudonym

Sales Engineer

000

$45.00

Adam Davis

SDR

000

$70.00

There are no rows in this table

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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

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Add Idea

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Reset votes

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Ideas

Use Case Category

Idea author

Details

Send prospecting emails to non-users in an account.

Prospecting / Engagement

Research account background and business goals

Productivity

Create a new segment for Enterprise accounts.

Team Operations

Create forecasting sheet for newly created sales pods.

Forecasting

There are no rows in this table

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2. Vote with your $100.

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Add Idea

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Reset votes

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Ideas

Use Case Category

Details

One

Five

Ten

Twenty

Fifty

Send prospecting emails to non-users in an account.

Prospecting / Engagement

Research account background and business goals

Productivity

Create a new segment for Enterprise accounts.

Team Operations

Create forecasting sheet for newly created sales pods.

Forecasting

There are no rows in this table

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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)

Show results (once everyone is done allocating)

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