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Sales Meeting Agenda Template

Whether it’s your first time running a sales meeting or your 100th, this time is yours to connect with and support your team.

Sales Meeting Agenda Template

Meeting details

  • 30 minutes
  • Meeting date and time: __
  • Attendees: __

Brief the team

(5 minutes)

  • Company updates that affect sales
  • Follow up on questions from previous meetings

Team discussions their updates and obstacles

(10 minutes)

  • 📥 Discuss major leads
  • 📊 Break down current metrics
  • 📃 Status report
  • 🚧 Listen for potential hurdles

Amplify key wins

(5 minutes)

  • Praise salespeople who appreciate public recognition for specific events
  • Allow others to share appreciation

Invite ideas, questions, and collaboration

(5 minutes)

  • Exchange thoughts and ideas
  • Motivate and encourage your team

Decide on next steps

(5 minutes)

  • Appoint individuals to follow up on important items from the meeting
  • Set expectations for the next meeting