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Quarterly SMarketing (Sales & Marketing) Meeting Template

Sales and Marketing should meet on a quarterly basis to create alignment, problem-solve and ensure workflow within these two teams.

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What’s inside this Quarterly SMarketing (Sales & Marketing) Meeting Template:

1⛔️ Problems

What problems are we currently facing with our goals for the quarter?

  • Sales
  • Marketing

2 💡 Solution Brainstorm

What are possible solutions to the problems we identified?

  • Sales
  • Marketing

3✅ Action Items

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

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