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Introduction  \n5 minutes  \n2. Metrics Review  \n5 minutes  \n3. Quarterly Initiatives Check-In  \n5 minutes  \n• 30 seconds or less per team member  \n• 1 personal headline (fishing trip, daughter graduation, vacation plans, etc.)  \n• 1 professional headline (positive client meeting, positive deal progression, strong referral, client success, etc.)  \nTip – Manager must tightly manage this opening to avoid ‘talkers’exceeding the 30-second limit.  \n• Establish 5-7 weekly metrics to review  \n• Ensure a minimum of 4 leading metrics (leading metrics measure high gain activities that drive lagging metrics. For example,“number of closed sales” is a lagging metric, whereas “number of meaningful business conversations with new accounts” or “discovery meetings scheduled for this coming week” are leading metrics.)  \n• In this section, simply ask everyone to take a minute to review each metric. If a metric is off, determine what counter measure is necessary—and decide who is responsible for taking action.  \nTip – If one individual sales person is overly concerned with any of the metrics, quickly schedule an offline meeting. This is likely a coaching opportunity.  \n• Each quarter, develop a list of high-priority initiatives intended to move your sales team towards strategic objectives and goals (Examples: trade shows, key events, new training, etc.)  \n• Run through each quickly to see if they are progressing as expected, and if not, determine if you need to assign a specific to-do item to one or more team members.  \n4. Training Component  \n15 minutes  \n5. Housekeeping  \n5 minutes  \n6. Win/Loss Story Sharing  \n15 minutes  \n7. Competitor News  \n5 minutes  \n8. Closing/Action Items  \n5 minutes  \n• Designate one topic or skill per sales meeting that your team can use extra reinforcement on.  \n• Option: assign the topic to one or two of your reps that have developed best practices in that area and have them present to the rest of the team.  \n• Share any policy changes, process updates, announcements, feedback for other departments, etc.  \n• Take turns rotating through the team so that each salesperson has a week to present what they’ve learned through the experience of a win or loss.  \n• You can also use this time to review key opportunities that your team is working.  \n• Assign 1-2 competitors to each sales person.  \n• Ask them to use Google Alerts (or a similar technology) and their industry network to become the subject matter expert on specific competitors.  \n• Each rep provides a 30-60 second update on their assigned competitor(s) .  \n• If no news – simply say,“No News”.  \nTip – To keep this section short and to the point, create the expectation that they should provide a verbal summary of their points with any detail in written form for circulation after the meeting.  \n• Close out the sales meeting by recapping any notable takeaways from the Win/Loss Story Sharing section.  \n• List all any offline meetings that require scheduling.  \nTip – The close should be brief and you should always be sure to end right on time.  \nWeekly  \nSales Team Meeting Agenda Template  \nDate:    \nStart Time:    \nStop Time:    \n1. Introduction  \n5 minutes  \n2. Metrics Review  \n5 minutes  \n3. Quarterly Initiatives Check-In  \n5 minutes  \n4. Training Component  \n15 minutes  \n5. Housekeeping  \n5 minutes  \n6. Win/Loss Story Sharing  \n15 minutes  \n7. Competitor News  \n5 minutes  \n8. Closing/Action Items  \n5 minutes","cbCaicRSZV0nwyvQ","https://ap.wps.com/l/cbCaicRSZV0nwyvQ","pdf",430880,"English","# Agenda Sections\n## Core Flow\n## Metrics and Initiatives\n## Training, Sharing, and Close","[{\"question\":\"What is the recommended time limit for each team member’s opening update?\",\"answer\":\"Each team member should speak for 30 seconds or less during the opening to keep the pace under control.\"},{\"question\":\"How should the team choose metrics for the Metrics Review section?\",\"answer\":\"Establish 5–7 weekly metrics and ensure at least 4 leading metrics that measure high-gain activities driving lagging results.\"},{\"question\":\"What does the Win/Loss Story Sharing section require?\",\"answer\":\"Rotate through the team so each salesperson presents what they learned from a win or loss, and share key takeaways with the group.\"}]","Sales Team Meeting Agenda Template - Weekly | PDF",1789163569]