Sales Meeting Agenda Template: 5 Items to Run Successful Weekly Sales Meetings

1. Metrics review

Start with an overview of your core sales KIPs:

• New leads/Opportunities
• Client Acquisition Rates
• Upsell/Cross-Sell Rates
• Net Promoter Score (NPS)

This will give everyone a clear idea of how the team is doing, and how sales objectives are being met or not.

2. Pipeline updates

Metrics help you assess your previous or current performance; your pipeline helps you look at new and high-priority opportunities.

Use this section of the meeting to get a quick status check from each team member.

3. Wins

Share recent triumphs, deals, and positive news. This will not only keep your sales team motivated but encourage them to learn from each other’s experiences.

4. Roadblocks

What’s currently preventing your deals from moving towards the close?

This part of your sales meeting agenda is the key to understanding those problems and supporting your team to overcome them:

• Discuss creative approaches to gain access to key decision-makers.
• Plan sales call strategies around critical issues.
• Brainstorm on ways to improve the sales process.

5. Action Items

A meeting is only as valuable as its outcomes, so it’s important to set goals based on the insights from previous items on the agenda.

• What were the key takeaways from your meeting?
• Who will be responsible for what?
• What are some measurable goals to work towards for next week?

Make sure to be specific and clear so everyone knows their next steps.

Looking for more templates to use with your Sales Team?

We’ve compiled 10 meeting templates for various types of sales meetings including forecasting meetings, daily huddle, and more!

Use this sales meeting template in Fellow.app