Sales team meeting

Stay on top of your sales goals, share learnings, and remove obstacles
Gabriel Guevara
Design Operations Manager

I feel so much more prepared and confident going into meetings. Rather than winging it, I’m organized now.

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What's in this template?

Sales is the lifeblood of every company, and each moment in a meeting is a moment away from a potential customer. Yet, sales team meetings often become an hour-long status report that could have been an email. Each person gives a much longer than necessary update on their deal pipeline and you never get to reflect on what’s working and what’s not working. 

On the other hand, there might be a team lead that dominates your meetings, talking at team members about sales goals or corporate initiatives rather than with them. This is part of the reason why 90% of people daydream during meetings, 71% of people check social media, and 69% of people check emails. Meetings should be a time where you all brainstorm, problem-solve, and share insights together. 

Everyone is under pressure to meet deadlines and hit quotas, so make sure your meetings are focused and concise to maximize your time together. Get into the habit of sharing the agenda and status reports before the meeting. Spend your sales meeting digging into what you could have done differently to prevent a lost deal, or reflecting on the types of deals that are easiest to close. 

Setting the agenda ahead of time keeps you moving toward your sales goals, ensures you have more thoughtful conversations, and shows your team members you value their time. 

1
Team updates

Give a short update on what’s going well, what’s not, and how we can help

2
Goal performance

Review the relevant data and how this lines up with our goals

3
Pipeline update

Rapid-fire update on customers in the pipeline

4
Roadblocks

List any potential roadblocks and how we can help

5
Process review

Review what’s working in our process, what isn’t, and discuss ideas to test

6
Resources

Share any blogs, podcasts, trends, influencers, or other helpful resources

Duration
30- 60 minutes
Size
2 - 3
Frequency
Ad hoc

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