About this template
This 6-step agenda template from Salesforce is designed to help you host more successful sales team meetings. The template opens with brief updates and follow-ups to help prepare the team with the right mindset.
Next, the team discusses their updates and obstacles, then reviews key wins from the past week (a huge motivator!). The agenda progresses with a collaboration session (to invite ideas and questions) and a plan for next steps and action items, which should be recorded and shared after the meeting.
Sales Team Meeting Agenda
1. Brief the team (5 minutes)
Company updates that affect sales
Follow up on the questions from previous meetings
2. Team discusses their updates and obstacles (10 minutes)
Discuss major leads
Break down current metrics
Listen for potential hurdles
3. Amplify key wins (5 minutes)
Praise salespeople who appreciate public recognition for specific events
Allow others to share appreciation
4. Invite ideas, questions and collaboration (5 minutes)
Exchange thoughts and ideas
Motivate and encourage your team
5. Decide on next steps (5 minutes)
Appoint individuals to follow up on important items from meeting
Set expectations for the next meeting
6. Close the meeting
Summarize the meeting & thank everyone for their time
When to use this template
Use this template to “prepare for, refine, and polish” your future sales meeting. This agenda is specifically built for sales leaders to use as an internal check-in with their team, whether it’s a couple of people or a group of 10+.
Prepare for the meeting by covering follow-ups from the last meeting, pulling the team’s most recent metrics and leads, and collecting or writing out shout-outs. Your goal with this meeting is to amplify wins, build motivation, and create a safe space for the team to ask questions and share ideas.