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Drift’s Sales Meeting Agenda Template

To truly motivate your sales team, your weekly agenda should focus on recognition and celebration, improvements, and creating actionable items for the team.

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What’s inside Drift’s Sales Meeting Agenda Template:

1🎉 Celebration (5-10 minutes)

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

2🎯Goals and Forecast (5-15 minutes)

Weekly, monthly, and quarterly goal progress, appointments, emails sent, individual sales forecast 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)

A team exercise is given by a subject matter expert, or sales leader offering up hard-earned lessons or advice.

5🤔 Problem Solving (5-15 minutes)

Have everyone share their blocks or ask reps to raise their hand and share if needed. Immediately address each issue.

6✅ Take Action (5-10 minutes)

Have everyone go around and share two or three actions they will take that day or that week based on what was discussed.

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

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    Former Chief Talent Officer, Shopify

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    Head of Customer Success, KeepTruckin

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  • 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.”

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    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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