Sales Team Weekly/Monthly Meeting Template
This template is for weekly/monthly meetings for Sales Teams.
- 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
- 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