Team

Sales Team Meeting

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Check-in with your sales team on their targets and pipeline, and remove roadblocks.
  • Metrics - overview of key metrics tracking
  • Pipeline - key upcoming opportunities
  • Wins - recent successes and deals
  • Roadblocks - anything causing issues? What can we do to unblock each other?
  • Relevant updates - industry, competitor, marketing or product news, etc

A well-oiled sales machine needs a regular team check-in to ensure alignment with the team and organization more broadly.

Time away from selling means less time to meet targets, so it's essential this meeting is efficient with it's use of everyone's time, and beneficial to their close rate for the coming period.

Every organization is different — we've provided a the basic structure of some common key ingredients for a successful sales team meeting, but as the leader of a sales team, you should modify and shuffle as you see fit!

For Meetric users, we recommend using this template as follows:

  1. Copy the template into your meeting notes in Meetric against your Sales Team Meeting, and adjust it as you see fit. (Don't worry, you can refine it over time!)
  2. Share the link in the meeting event (if your team is all on Meetric, they will already have access). It may be helpful for them to collaborate on the agenda to put in relevant details, but at a minimum, sales executives should at least be ready to talk about their deals and prospects.
  3. Before you launch into business, do a quick check-in, allowing people to talk a bit about their weekend or personal life, good or bad. You may even try an Icebreaker to energise the group!
  4. Step through the agenda, one-by-one, making sure not to spend too long on any one item (using the Meetric Timer to stay on track!).
  5. Record important notes and actions below the relevant agenda items. Make sure to assign owners and due dates if relevant. Visibility leads to accountability!
  6. Save a few minutes at the end (thanks to the Meetric timer), to review the actions coming out of that meeting. Use the icons beside the meeting details at the top of the notes to quickly filter your notes just for the actions. Clarify and add detail where necessary. Pro-tip: add a due date in order to trigger reminders!
  7. At the end of the meeting, send a recap to make sure everyone has a record.
  8. At your next team meeting, (after the check-in/icebreaker of course), you can quickly review outstanding actions from past meetings using the Time Machine.