Share updates on overall progress, key metrics, and anecdotes to give your team an up-to-date understanding of current initiatives.
Let each team member provide a quick update of deal statuses, outreach progress, and other endeavors since the last sales meeting. Note any key information here.
Acknowledge big wins and milestones accomplished since the last meeting. What valuable lessons were learned?
Roadblocks & Concerns
Have any issues or challenges come up since the last team catch-up? How can we help solve them?
Cover any new information the team should be aware of. This includes company announcements, industry news, and any unforeseen developments.
Education & Resources
Are there any new metrics, trends, customer feedback, or market influences we should be aware of? Are there any resources that would help the team understand these concepts better?
Other Important Notes
Was any other valuable information shared? It does not have to be directly related to the meeting topic. Summarize these discussion points here.
What were the main insights from this sales meeting? Include key decisions made, progress reports, and any opportunities or issues that should be shared.
What are the upcoming objectives for the entire team as well as each individual? Clarify next steps, who's completing them, and when they should be done by. Note this information here to share and assign.
How will we keep in touch and stay up-to-date about progress? Should we schedule another meeting?