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Sales Performance Review Meeting Template

It can be difficult to coach and give sales performance reviews. By using this template, it willl be a lot easier, timely, and benefiicial.

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

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.

  • Calls
  • Emails sent
  • Demos
  • In-person meetings
  • Proposals

2 🚧 Roadblocks

Note any roadblocks from the activities above.

3🗣️ Feedback

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.

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