Weekly Sales Meeting Agenda Template That’ll Get Your Team Engaged
Sales meetings are an effective part of how to run a successful sales team. They’re a great opportunity to motivate the sales team while keeping everyone informed about metrics, pipeline, competition, and business updates.
However, not all meetings are well-run or organized. If you’re reading this, you’ve likely sat through a handful of bad meetings and felt like it was a waste of time.
Organizations spend around 15% of their time in meetings. Surveys show that 71% of those meetings are unproductive.
There’s no secret to a productive sales meeting. A well-run meeting requires preparation, a bulletproof agenda, and, most importantly, a reason to meet. With the right sales meeting agenda, you’re on your way to energizing and engaging your team.
Read below for a breakdown of a sales team meeting agenda template, preparation, and key elements of a successful meeting.
How to prepare for a sales team meeting
Before anything else, preparation is the key to an effective meeting. We’ve all attended meetings and wondered why we were there.
We felt our time was better spent doing work rather than meeting. Unfortunately, this is a result of poor meeting preparation. A smooth and effective sales meeting requires preparation and a clear outline of the purpose of the meeting.
Here are several best practices when preparing for your next sales meeting.
Purpose of meeting
Answer the why behind the meeting. It should be held if there aren’t clear definable goals for the meeting. Your sales team should know exactly what the meeting is about and why you’re meeting.
The purpose of the meeting communicates to your team the importance of the meeting. It also sets the expectation on what should be discussed each week.
Timing
Think about which day of the week is the best time for your sales reps to meet.
Sales meetings at the beginning of the week can help the entire team start their week strong. For example, have your sales meeting on Mondays so that you can review current sales reporting and strategies and remove roadblocks. You and your team can start the week strong.
Secondly, think about how long your meeting should be. Your sales meeting agenda should have a good pace but don’t stretch it out too long, or you may lose everyone’s attention. An hour gives you enough time to go through the entire agenda while giving your team the platform to present their ideas.
Share the agenda
Once you’ve set your meeting purpose and goal, it’s time to formalize your sales meeting agenda.
It’s tempting to think sharing the agenda for a weekly sales meeting is unnecessary. After all, your colleagues already know the purpose, so what’s the point?
By sharing the agenda beforehand, you’re providing guidance on the main discussion points. This allows anyone to prepare if they find the discussion points relevant.
Share the meeting agenda with your meeting at least 1-3 days beforehand.
Allow team participation
Sales reps will zone out and get bored if they aren’t involved. It’ll be like watching a lecture.
Allow your sales reps to participate in the discussion, ask questions and provide their input. Participating helps generate buy-in and encourages active thinking and brainstorming during the meeting.
Additionally, participants will feel like they are empowered to have a say in the meeting.
Get feedback
It’s good practice to example how well meetings go. Assess your sales meeting agenda’s effectiveness by asking your team for feedback to improve the meeting.
Let the sales team know beforehand that you’ll be asking for feedback so they have enough time to gather their thoughts and comments. Ensure the feedback is actionable. It’s easy to point out flaws; however, encourage your team to be a part of the solution by giving constructive feedback on improving the meeting.
Additionally, you can send a feedback survey afterward to get more team members to provide feedback.
7 key parts of a weekly sales meeting agenda template
1. Celebrate wins
Start the meeting positively by inviting your sales team to talk about their successes.
Have your sales reps discuss their wins from the previous week, regardless of how small or big. Wins don’t always have to be closed deals. Here are several examples of sales wins to celebrate:
- Getting a positive response from a prospect that has ghosted you
- Closing a deal
- Getting verbal selection from a prospect
- Beating a competitor
- Meeting a new prospect
2. Pipeline updates
Have every sales rep walk through their pipeline and the top deals they’re working on for the month or quarter.
Let them talk about their interactions with the prospects and where they’re stuck. Anyone can share their perspective on overcoming any obstacles in their deals. Here’s what everyone should cover:
- Top deals they’re working on
- Total dollar amount in pipeline
- Next steps on top deals
3. Metrics review
Review the team’s performance metrics and your progress toward the team goal.
Giving your sales team visibility to the metrics is important because it creates a sense of accountability. It also starts a discussion about what leading indicators are impacting the metrics.
You can measure and review metrics such as:
- Closed-won business
- Win rate
- Number of opportunities
- New pipeline creation
- Meeting booked
4. Roadblocks
Once you’ve reviewed both pipeline and metrics, you’ll likely stumble across several roadblocks. Understand what roadblocks are preventing your team from hitting quota. Or which parts of the sales process are posing challenges.
For example, seasonality, stuck deals, prospects ghosting, or pricing negotiations.
Have everyone share their perspective and best practices and collaborate on finding solutions. Help your sales unstuck their deals by bringing in other internal stakeholders.
5. Prospect insights
The sales team is the eyes and ears of the market. They constantly get feedback from potential and current customers. Allocate time for your sales team to discuss what learnings and key findings they hear from prospects.
For example, the competition released a new product feature, an economic downturn, or a new sales pitch resonating.
As part of your weekly sales agenda meeting, give your sales reps the platform to provide market feedback so that you can adapt your sales process.
6. Guest speakers
Inviting guest speakers to your weekly sales meeting is a great way to engage the sales team and spice up a meeting.
They can be internal guests, such as inviting a Product Manager to speak about a new feature launch. Invite a Marketing leader to discuss a new marketing campaign and how it’ll impact sales. Or someone from Sales Operations to walk through a demo of a new sales tool.
Invite external guests, such as a sales trainer, to learn how to improve the sales process. A customer to discuss their pain points and what sales pitch would resonate with them.
Guest speakers are an engaging way for your sales team to learn and grow.
7. Action Items
Like any meeting, ensure everyone walks away knowing the action items. Have a note keeper document the minutes and action items from the meeting and assign owners to each point.
After the meeting, share action items with the team in an email and a recap. The goal is to make it accessible to everyone after the meeting.
8 quick tips for engaging meetings
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- Standardize the agenda: A sales meeting agenda should be consistent every week. The timing and topics of your meeting should not differ from week to week because it can cause confusion. Sales reps need to know what they should prepare and anticipate when they attend the meeting.
- Allow team participation: The best meetings involve multiple people participating. Meetings shouldn’t be one-way presentations, instead, get your team to collaborate on the sales meeting agenda and problem-solve their deals together.
- Prepare talking points: A lack of preparation is preparing to fail. Ensure that you prepare for a meeting and have discussion points ready.
- Motivate the team: Sales teams thrive off of team energy. Add areas where you motivate your team to the sales meeting agenda. Your team should leave the meeting feeling motivated to hit their quota.
- Have someone be a note-taker: Delegate someone to be the note-taker of the meeting so that everyone can review or reference what was discussed. For sales reps away, the notes will update anything they missed.
- Start with some icebreakers for new team members: As you grow your team, it can be overwhelming for new people to join. Keep your sales meetings light-hearted and allow your new team members to share something about themselves.
- Speak with confidence: A lot that goes into communication is through the tone of your voice. Expresses the message you’re conveying with confidence.
- Improve the meeting: Allow for honest and candid feedback at the end and listen to what your team has to say. Look for areas to improve your meeting agenda to keep everyone engaged.
Ready for your next sales team meeting?
A team meeting should be something your sales reps look forward to each week. It should be an opportunity for them to collaborate, have visibility on metrics and share valuable information with the team.
A simple sales meeting agenda template will help give your meeting purpose and engage your team to participate.
Take some time to create your meeting agenda to make the most of your time together. Ensure it’s valuable to your team, and it’ll help them with their sales goals.
