Sales Team Weekly/Monthly Meeting Template


This template is for weekly/monthly meetings for Sales Teams.


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





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