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Prepare Your Sales Team Meeting Agenda

A sales meeting is an internal report between sales leaders and the team. In contrast to an external-facing meeting, such as a sales call or sales pitch, the conference is for internal practitioners only. It gives sales team members the information they need to perform skillfully.

        Usually, sales leaders run the meeting, and sales reps will attend. Leaders highlight essential updates that could include:

  • Current Sales Performance
  • Success Stories
  • Deal Brainstorming
  • Share Organizational Information
  • Pipeline Updates
  • Competitive insights
  • Personal Updates
  • Uncover obstacles

         Meeting agendas will differ based on running a weekly sales meeting, a quarterly review, or an annual sales kick-off.

 

      Sales meetings are critical to a sales team’s success — when done correctly. But a poorly-run, disorganized meeting isn’t inconvenient; it’s just a waste of everyone’s time. Meetings will be more productive by efficiently planning and motivating the sales teams. 

 

      When planning meetings, make sure the team knows the agenda crystal-clear. Dragging salespeople into a meeting hinders them from essential work like combing through leads, gathering emails and pitch decks, and, sequentially, growing revenue.

 

      Respect the sales team’s time by keeping the meeting on schedule. Revisit sales meeting agenda by asking for attendee feedback to learn which topics are most invaluable. No one wants to cut significant conversations short, but it is also critical to track the time, which is a delicate balance.

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How To Build Your Sales Process For Growth

"I just wanted to drop you a note to say thank you, for sharing your templates with me. I have 2 new Enterprise Sales Managers (AE’s) staring on Monday, and I have used them to great effect. ​ The playbook will be a living breathing document that will constantly evolve. The template and the headings that you shared, provided a great starting point!"
HIVE.HR
SAAS

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