Log in Try for free
Create a new workspace Log in to another workspace
Back to Sales Meetings
Business MeetingsClient MeetingsMeeting Minutes TemplatesOperations MeetingsPerformance Review MeetingsStaff MeetingsStand-Up MeetingsStrategic MeetingsWeekly Team Meetings1-on-1 MeetingsAgency MeetingsExpert-ApprovedAgile MeetingsBoard MeetingsCustomer Success MeetingsDesign MeetingsEngineering MeetingsExecutive MeetingsFinance MeetingsGovernment MeetingsHospital Staff MeetingsHR MeetingsLegal MeetingsLobbying MeetingsMarketing MeetingsPlanning MeetingsProduct MeetingsProject MeetingsRemote MeetingsRetrospective MeetingsSales MeetingsTeam Meetings

Drift’s Sales Meeting Agenda Template

Get this template

Motivate your sales team with this weekly agenda focusing on recognition/celebration, improvements, and creating actionable items for the team

Weekly Team Meetings Expert-Approved Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Drift’s Sales Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Drift’s Sales Meeting
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Drift’s Sales Meeting
AI Recording in progress
1302
1365
Customize this template  
Template preview

Magnify Preview template

Drift’s Sales Meeting Agenda Template
By Drift
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 Drift’s 60-Minute Sales Meeting Agenda Template:

1🎉 Celebration (5-10 minutes)

Share recent wins stand-up style, or have one rep announce the top wins from the team.

2🎯Goals and forecast (5-15 minutes)

Highlight any weekly, monthly, and quarterly goal progress (ex. appointments, emails sent) along with individual sales forecasts and deals

3👾 Game or contest (10-15 minutes)

Review the status of an ongoing contest with team-based or individual-based incentivization..

4💪 Training (10-15 minutes)

Help the team grow with a team exercise/presentation given by a subject matter expert, or sales leader offering up hard-earned lessons or advice.

5🤔 Problem-solving (5-15 minutes)

Share any blockers and/or challenges with the team. Immediately address each issue.

6✅ Take Action (5-10 minutes)

Review action items that were discussed in the meeting.

Get this free template
Get this free template
Template preview
Drift

Template by

Drift

Drift helps businesses connect with people at the right time, in the right place, with the right conversation. Using their AI-powered Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue, and lifelong customers.

  • 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.”

Run delightful meetings with Fellow
See why leaders in 100+ countries are using it today.
Try for free Request a demo
Already using Fellow? Log in
You might also be interested in these templates
You might also be interested in these articles