Sales Team Weekly/Monthly Meeting Template
Description:
This template is for weekly/monthly meetings for Sales Teams.
Tags:
1:1, Sales
Talking Points
- Introduction & team updates
- Key wins
- Pipeline updates
- Learnings from wins and losses
- OKR/Goal progress
- Obstacles/blockers currently facing or support needed from management or other team members
- Top priorities for the upcoming week
OKRs
KPIs
Action items
- Update deal status and forecast
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