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Bi-Weekly Sales Pipeline Meeting Template

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Use this template to check in on the overall pipeline health to ensure there is a healthy number of qualified leads entering the top of the pipeline.

Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Bi-Weekly Sales Pipeline Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Bi-Weekly Sales Pipeline Meeting
Today @ 10:30 - 11 AM
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Bi-Weekly Sales Pipeline Meeting
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Bi-Weekly Sales Pipeline Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Bi-Weekly Sales Pipeline Meeting Template:

1MQLs

Review the number of MQLs from last week from each specific channel.

  • Paid media
  • Content marketing
  • Social media channels

2 SQLs

Review the number of SQLs from last week from each specific channel.

  • Cold calling
  • Referrals

3Pipeline Health Review

Discuss the overall health of the pipeline by reporting on specific metrics.

  • Average deal size
  • Win rate
  • Average sales cycle

4Idea Brainstorm

Let’s brainstorm how can we better collaborate with marketing and/or account managers.

5✅ Action items

What came out of this meeting? What are the next steps?

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Fellow.app

Template by

Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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