What you can do with OKRify ?

  • Set meeting agenda collaborative with your team
  • Assign action items
  • Collaborate with meeting notes, comments, etc
  • Set goals and track with OKRs & KPIs

Sales Meeting

Sales meetings are an important tool for keeping a sales team on track and motivated, and a well-structured meeting template can help to ensure that the meetings are productive and effective. A basic sales meeting template should include:

Introduction: A brief overview of the purpose of the meeting and the objectives to be achieved.

Sales update: A section for each team member to provide an update on their sales activity and progress.

Review of leads and pipeline: A section to review and discuss current leads and sales pipeline, including opportunities to be worked on and any obstacles that need to be addressed.

Marketing and product updates: A section to provide updates on marketing and product initiatives, and to discuss any impact on sales.

Goal setting: A section to set and review sales goals, and provide support and resources to help the team achieve them.

Best practices: A section to share and discuss best practices and techniques for sales success.

Action items: A section to outline specific action steps to be taken as a result of the meeting.

Conclusion: A section to summarize key points discussed and reaffirm the commitment to achieving sales objectives.

As always, it's important to adjust the template to the specific needs of the sales team, the products and the business. Additionally, sales team leader should ensure that everyone is prepared and come to the meeting with clear goals and objectives. Sales meetings are an important tool to keep the team focus and aligned with the company's objectives.

Sales Team Weekly/Monthly Meeting Template
This template is for weekly/monthly meetings for Sales Teams.
Top 3 Deals Coaching Template
Coach Sales Rep with the top three deals and help them achieve their goals close to the end of the quarter
1:1 Weekly Sales Rep/ Sales Manager Meeting Template
Weekly 1:1 meetings gives Sales Rep and Sales Manager time to review deal statuses, learnings, obstacles and provide opportunity for managers to provide coaching on the deals.