Tag: tips

  • Slack Has a Triage Layer Built In

    Slack Has a Triage Layer Built In


    When you’re running a sales team, Slack is noisy and it moves fast. A rep pings you with a pricing question while you’re mid-call. Someone drops a deal update in a channel you clock but can’t act on right now. You notice how a rep handled an objection and think “I want to bring that up in their next 1:1”. Then the next thing comes in, and that thought is gone.

    By the end of the day you’ve lost a dozen things that needed something from you.

    You’re not disorganised. You’re just managing through a tool that was built for conversation, not triage. Everything lands in the same flow and your only options are act now or lose it.

    Slack has a built-in fix for this.

    The Later tab

    Hover over any message and a bookmark icon appears. Click it and the message gets saved to your Later tab, sitting in the left sidebar. The original conversation carries on, nothing gets marked as read, and you get back to what you were doing. Nothing disappears.

    On its own, it’s a marginally useful bookmarking feature.

    With a daily routine built around it, it’s closer to a management inbox:

    The triage habit

    Once a day, at a fixed time, open Later and work through everything in it. The question for each item is simple: what does this actually need?

    Some things need a reply. Some need to go into HubSpot against the deal record. Some belong in a 1:1, either because something went well and is worth naming, or because something needs addressing before it becomes a pattern. Some are worth raising with the team. And some, with a bit of distance, turn out to need nothing at all.

    That last category is worth noting. A lot of what feels urgent at 11am looks different at 5pm. The Later tab lets you save it without reacting to it, and the daily review lets you make that call with a clearer head.

    The 1:1 angle

    This is where the habit earns its keep. Save a message when a rep handles something well: a tight objection response, a smart question on a discovery call, a piece of competitive intel they surfaced. By the time the 1:1 comes around you’ve got a concrete list rather than trying to reconstruct the past two weeks from memory.

    Same works in the other direction. Save something you want to address properly rather than letting it slide or reacting in the moment when you’re already annoyed about three other things.

    Without something like this, 1:1s drift toward whatever’s loudest that week. With it, they reflect what actually happened.

    What it isn’t

    The Later tab isn’t a task manager. It doesn’t connect to HubSpot, doesn’t fire reminders on its own, and it’s yours alone. If something needs to be assigned or tracked properly, it still needs to go somewhere that does that.

    But for the problem of things vanishing in the noise of a busy day, it’s a lightweight fix that needs nothing to set up. Just the habit of opening it.

  • The Slack command your sales team isn’t using

    The Slack command your sales team isn’t using

    If we had to pick one Slack feature that sales teams consistently underuse, /remind would be near the top of the list. Not because it is complicated. Because nobody ever showed them what it is actually for.


    What it can do

    You can set a reminder for yourself or for a whole channel. You can make it recurring. The syntax is plain English and it mostly just works:

    • every weekday
    • every Monday
    • every other Wednesday
    • on the 28th of every month

    What you type is what lands in the channel. If you want emoji, use the shortcode format like :memo: or :white_check_mark: rather than pasting them in directly. Bold text, bullet points, and headers do not show up.


    The reaction trick

    When a reminder fires in a channel it is a real Slack message, which means the team can react to it with emoji.

    Ask the team to react with :white_check_mark: when they have posted their standup. You can hover over that reaction at any point and see exactly who has responded and who has not, without sending a follow-up message or chasing anyone. The accountability is visible to the whole team, not just you. It is not surveillance. It is a shared scoreboard everyone can see.


    Five reminders worth setting up

    The best reminders do not just say “remember to do the thing.” They prompt a specific action or ask a specific question. “Update HubSpot” is easy to ignore. “Update your commit and best case categories in HubSpot tonight so we are not doing it live tomorrow” is harder to ignore because it tells you exactly what to do and why it matters right now.

    Async standup

    Fires every morning. Prompts the team to post in thread.

    /remind #sales-team :sunrise: Morning check-in. What's your focus today and is anything blocked? Drop it in thread. every weekday at 9am

    Tell the team to react with :white_check_mark: once they have posted.

    Forecast call prep

    Fires on Friday afternoon before a Monday call. Gives people the weekend to think rather than scrambling on the morning.

    /remind #sales-team :1234: Forecast call Monday morning. Update your commit and best case categories in HubSpot before you finish today so we're not doing it live. every other Friday at 4pm

    Pipeline review day

    A personal reminder for yourself. Fires a couple of hours before the meeting.

    /remind me :clipboard: Pipeline review with [rep name] at 2pm. Pull up their open deals before you go in. in 2 hours

    End of month push

    Fires on the 28th. Three days of runway.

    /remind #sales-team :checkered_flag: Three days left in the month. If it's not in HubSpot it doesn't exist. What needs to move this week? on the 28th of every month at 9am

    Deal gone quiet

    A personal reminder to yourself before something falls off the radar.

    /remind me :warning: Acme deal has been quiet for two weeks. Worth a nudge before the month closes. in 3 days


    The limitations

    • The reminder fires but it does not know if anyone acted on it
    • You cannot edit a channel reminder once it is set, only delete and recreate it
    • You cannot set a reminder for another individual user, only for yourself or a channel. If you want to prompt a specific rep, put it in a channel and mention them.

    Managing your reminders

    Type /remind list in any channel to see everything you have set, with a delete button next to each one. If you have been experimenting, worth doing that now before you end up with seventeen reminders firing at random times and no memory of setting any of them.