What’s inside this Sales Performance Review Meeting Template:
1 💪 Performance on Selling Activities
Detail some highlights and information from each of these activities since our last touchpoint.
- Emails sent
- In-person meetings
2 🚧 Roadblocks
Note any roadblocks from the activities above.
If you think one of your team members can improve on something, tell them why and educate them!
4 ✅ Detailed Action Plan
Set expectations and goals for the next quarter (or a specific time period) and discuss an action plan to meet those goals.