First Sales Team Meeting

Get to know all the members of the Sales team and set clear expectations about your sales targets, processes, and communication cadence.

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Meeting Scope
Team Wide
Department
Sales
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Tone of the meeting

👋 Getting to know each other

Icebreakers and questions to learn about everyone's background/hobbies.

💬 About your manager

A little bit about my experience, values, and preferred methods of communication.

🎯 Sales targets

What are the sales objectives for this quarter/period? What other key metrics are you currently monitoring or working towards?

🏓 Pipeline roundtable

Ask each sales representative to provide a status update on their current pipeline.

🚧 Roadblocks

Please list any current challenges that might require your manager’s assistance in the near future.

💭 Expectations

Discuss the Sales team’s meeting cadence, values, and channels to exchange feedback.

❓Questions

What are some questions you'd like to ask the Sales Manager?

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