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Drift’s Sales Meeting Agenda Template

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

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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.

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About the author

Drift

  • 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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