Team meetings

Sales team meeting template

A 6-step agenda to help you run more productive and motivating sales team meetings.

Template source

About this template

This 6-step agenda template from Salesforce is designed to help you host more successful sales team meetings. The template opens with brief updates and follow-ups to help prepare the team with the right mindset.

Next, the team discusses their updates and obstacles, then reviews key wins from the past week (a huge motivator!). The agenda progresses with a collaboration session (to invite ideas and questions) and a plan for next steps and action items, which should be recorded and shared after the meeting.

Sales Team Meeting Agenda

1. Brief the team (5 minutes)

Company updates that affect sales
Follow up on the questions from previous meetings

2. Team discusses their updates and obstacles (10 minutes)

Discuss major leads
Break down current metrics
Status report
Listen for potential hurdles

3. Amplify key wins (5 minutes)

Praise salespeople who appreciate public recognition for specific events
Allow others to share appreciation

4. Invite ideas, questions and collaboration (5 minutes)

Exchange thoughts and ideas
Motivate and encourage your team

5. Decide on next steps (5 minutes)

Appoint individuals to follow up on important items from meeting
Set expectations for the next meeting

6. Close the meeting

Summarize the meeting & thank everyone for their time

Source: Salesforce

When to use this template

Use this template to “prepare for, refine, and polish” your future sales meeting. This agenda is specifically built for sales leaders to use as an internal check-in with their team, whether it’s a couple of people or a group of 10+.

Prepare for the meeting by covering follow-ups from the last meeting, pulling the team’s most recent metrics and leads, and collecting or writing out shout-outs. Your goal with this meeting is to amplify wins, build motivation, and create a safe space for the team to ask questions and share ideas.

Run better meetings with Vowel

Prepare

Create an agenda (or use a template!) so everyone is on the same page before the meeting.

Meet

Vowel has one-click recording and transcription, so you can stay focused on the discussion.

Act

End every meeting with shared notes, links, and action items — all in a post-meeting recap.

Learn more

Related agendas

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Customer Support Team Meeting Agenda

1. Updates or “Quick Fire Topics” - Leader and Relevant Stakeholders (10-15 minutes) If an update does not affect the majority of the team, it probably does not need to be delivered through this channel.

2. [New Project Intro] - Project Leaders (10-20 minutes) This could be a kickoff or update to a project that affects the whole team: implementing a new phone system, overhauling the Help Center content, introducing a new way to triage tickets, etc.

3. Questions and Action Item Assignment - Everyone (10 minutes)

Source: Craig Stoss

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1. Metrics review + discussion Show traffic, conversions, mentions, etc. (view dashboard, e.g. Google Analytics)

What’s performing well? What’s under-performing? Any significant keyword movement, social mentions, or backlinks?

2. Content calendar review + discussion Show content calendar

Are there any blockers? Do we need to brainstorm to fill any gaps? Do we need to check in with customer success, product marketing, or product team to get product updates or customer information? Does anyone need any help?

3. Inspiration review + discussion Look at a great piece of content, either from one of your competitors or a company outside of your industry (assign this to someone before the meeting)

What makes it great? What might you want to consider for your upcoming projects?

4. Additional items

Anything else to discuss?

5. Action items

Assign action items and due dates

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