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Sales Team Meeting Template

This agenda offers a holistic view of your sales team.

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Sales Team Meeting Template

Walkthrough

Sales team meeting agenda walk-through:


1. Icebreaker (5 min)

At the start of the meeting, spend a couple of minutes breaking the ice with a get-to-know-you question. Not only will this ease people into the meeting, but it’ll also help build better relationships and camaraderie on the team.

If you need inspiration, check out these icebreaker questions.

2. Successes and wins (5 min)

Nothing is better than the energy that a positive, fired up sales team brings to the workplace. Bring that same energy to the start of every meeting by spending time talking about the team's successes and wins. Whether they recently closed a deal or had a great call with a prospect, no win is too big or too small to share in this meeting.


3. Pipeline updates (15 min)

Go around the table to get a sense of where each sales member's pipeline sits. This will give you an opportunity to identify where you need to jump in and support one another. IT will also give you the information needed to prioritize the team's activities for the week.


4. Obstacles and roadblocks (5 min)

This is a natural segway from pipeline updates. During this part of the conversation, focus on any obstacles or roadblocks that are preventing your team from hitting your targets. Think beyond just internal business hurdles, but also consider things like losing team members because of vacation, illness or turnover.

Having a better understanding of the obstacles your team is facing will help you forecast results you'll be achieving between this and your next team meeting.


5. Prospect/lead feedback (5 min)

Your sales team has a great deal of knowledge when it comes to customer feedback about your business. They're the ones speaking to customers at every stage of the funnel, so they have the best understanding of what language works (and what doesn't), what features are valuable (and aren't), and what pain points your customers are trying to solve.

Make sure that you document this, every single week. Don't forget to share this feedback with the appropriate teams (i.e. marketing, product, customer success).


6. Competitor updates (5 min)

For any business, keeping an eye on the competition provides a huge opportunity to learn, grow and understand where your company's strengths and weaknesses lie. As a team, having this knowledge and consistently reviewing it will set your sales reps up for success when they come across any objections during sales calls.

Every meeting, nominate one of your reps to present something new about one of your competitors. Whether it's their strategy, a new product or service offering, or if they ran a great campaign, it's a great way to spark ideas of your own.


7. Guest speaker (10 min)

Your guest speaker can be someone internal who wants time in front of the team, or external for learning. Part of your job as team leader is providing your team with opportunities to learn, while also protecting their time for selling activities. Bringing in a guest speaker each week is a great opportunity to expand your team's knowledge and provide other parts of the organization a chance to speak to the sales team.


8. Pitch round table (10 min)

Reserve 10 minutes of your meeting to:

1. Have rep present a 10-minute sales pitch to the team

After the pitch is over, go around the room and provide feedback on what they did well and any areas for improvement.

2. Go around the room and have each rep share their 60-second pitch

After everyone has done their pitch, review and see if there are any inconsistencies in pitches? Are there areas for improvement across all or most pitches? Who did an exceptional job? Discuss this!

About this template

This jam-packed sales meeting agenda includes a holistic view of your sales department: pipeline status updates, competitor pulses, and more.

Updated May 18, 2022

Sales Team Meeting FAQs

How long should a sales team meeting be?

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You should initially set your sales team meetings for 1 hour with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have sales team meetings?

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Most sales team meetings tend to occur weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

How do you structure a sales team meeting?

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You should think about deviding the meeting into 1 section: Standing Agenda. Then adding the following sales team meeting topics, where appropriate:

  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)

What should you discuss during a sales team meeting?

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8 great things to discuss in your Sales Team Meeting:

  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)

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