This template provides two options for meeting notes. Delete the option you’re not using.

<aside> 1️⃣ Use this template as a stand-alone page for a single meeting.

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<aside> 2️⃣ Recommended - Use a meeting database to record the meeting description, date, attendees and the summary of the meeting. Prior to your meeting, add the core information of your meeting in the database below then, hover over the Meeting Description field and click Open. Select the Sales Team Meeting Template at the bottom of the page and you’ll have a fresh meeting agenda every time you need it.

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1️⃣ Stand Alone Meeting Template

Celebration (5-10 minutes)

Share recent wins stand-up style, or have one rep announce the top wins from the team.

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Goals and forecast (5-15 minutes)

Highlight any weekly, monthly, and quarterly goal progress (ex. appointments, emails sent) along with individual sales forecasts and deals

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Game or contest (10-15 minutes)

Review the status of an ongoing contest with team-based or individual-based incentivization.

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Training (10-15 minutes)

Help the team grow with a team exercise/presentation given by a subject matter expert, or sales leader offering up hard-earned lessons or advice.

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