Sales teams

Leave the status reports online and focus on how you can improve your results

Sales team meeting agenda

Focus on the process

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. 

Templates for sales

Get more sales by improving your processes

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. 

“If you don’t pay attention to what has your attention, it will take more of your attention than it deserves.”

— David Allen

Set your team up for success

  1. Focus on what’s most important. Share the purpose and agenda for the meeting so each person is clear on why they are there and what you aim to achieve. 
  2. Get more out of your time together. Send a reminder 24 hours before the meeting to ensure everyone has reviewed the agenda and added their discussion points. 
  3. Fewer status reports and more strategy. Each person has the opportunity to share their status report before the meeting, so the rest of the meeting can focus on what’s working and not working. 
  4. Give more time back to your customers. Get more done in each meeting so you spend less time in meetings and more time focused on sales. 
  5. Get important feedback from your team. Have better conversations with your direct reports and give them space to share how you can improve as a manager and as a team. 
  6. Keep everyone accountable. Assign action items and due dates to help everyone keep their promises to the team. 

Templates for sales

Before Mindup

  • Meetings become a status report, rather than discussing how your team can improve its sales process.
  • You have to pull up 5 different dashboards and spreadsheets in order to show KPIs.
  • Conversations have a lack of direction and meander all over the place.

  • You feel like meetings take you away from doing the work that truly matters.
  • A lot of decisions are made during your meeting, but there’s a lack of follow-through after the meeting.

After Mindup

  • Everyone gives a status update before the meeting so you can discuss what you’ll improve moving forward.
  •  All of your KPIs are displayed within one dashboard, easily displayed within the agenda.
  • Conversations are focused on what’s most important right now.
  • Meetings are where you get important work done which accelerates your work outside of the meeting.
  • Each action item is assigned and given a due date as the conversation unfolds.

Energize your team with productive meetings