Template

Weekly sales meeting template

The whole sales team, once a week: the number, what was won and lost, and one thing everybody gets better at.

45 minutesFor Sales leaders and their teamsAgenda room
Change the agenda first

The agenda, with a time for each part

  1. The number5 min
    • Where are we against the month's target?
  2. Wins, and why8 min
    • What made them say yes?
  3. Losses, and why8 min
    • What would we do differently?
    • Who did they choose instead?
  4. What customers are saying8 min
    • What objection came up more than once this week?
  5. One skill10 min
    • Let us listen to two minutes of a real call. What would you have said?
  6. This week's focus6 min
    • What is the one thing each of us will do?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

The number. $48k of $70k, with nine working days left.

Loss. Harbor chose a cheaper tool; we never spoke to the person who signs.

Objection. “We already have a notetaker” — heard four times.

Focus. Everybody books one call with a decision-maker they have not met.

Running it well

Ways to change it

Monday kick-offTwenty minutes: the number, and each person's three most important calls this week.
Monthly reviewAn hour, with the month's wins and losses grouped by reason.

When to skip it. Never in the last week of a quarter — but cut it to the number and the focus.

Questions

What should a weekly sales meeting cover?

The number against target, why deals were won and lost, what customers are saying, one skill to practise, and the week's focus.

How is a sales meeting different from a pipeline review?

A pipeline review goes deal by deal. A sales meeting is about the team: what it is learning and what everybody does this week.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

Client kickoff meetingThe first meeting with a new client after they sign: what success looks like to them, who does what, and how you will keep in touch.Renewal callA few weeks before a contract ends: what the customer got from it, what they want next, and whether they stay.Sales discovery callLearn how they work today, what they have tried, and what a good outcome is — before pitching anything.Client check-inWhat changed, how it is going against the goals you agreed, and what is next.Quarterly business review (QBR)Once a quarter with a customer: what they got for their money, what did not work, and what the next quarter is for.Customer onboarding callThe first call after somebody buys: what they want to get done, who needs setting up, and the first result to aim for.Sales demo callShow the three things they said they care about, on their own example, and agree what happens next.Vendor evaluation callYou are the buyer: the same questions for every supplier, so the answers can be compared afterwards.

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