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Sales Team Insights Meeting Template

Improve knowledge sharing across your team and department with regular insight meetings. Template inspired by the practices of best-in-class sales teams

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

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

What’s inside this Sales Team Insights Meeting Template:

1 🤔 Meeting purpose

State the purpose of the meeting to get the team on the same page and to set expectations.

2 💬 Industry events

Are there any upcoming industry events that will affect sales activities? What other information can help ensure that the sales team stays current?

3 💡 Lessons learned the hard way

What are some recent failures or overarching lessons that each team member has learned from?

4 📣 Customer stories and struggles

What are some things you’ve learned from content such as books, podcasts, and articles that could be helping your target customers solve pain points?

5 📚 Learnings and resources

What are some things you’ve learned from content such as books, podcasts, and articles that could be helping your target customers solve pain points?

6 ✅ Next Steps

Record any takeaways and action items.

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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “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
    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
    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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