🏆 Wins
Share recent accomplishments, milestones, and positive customer reviews.
💰 Pipeline
Review the current deals within your pipeline and the stage and value of each deal.
🚧 Roadblocks
Write down any roadblocks you wish to discuss (or have questions about) prior to the meeting.
🗣 Buyer Feedback
Raise any feedback you’ve recently received from clients or prospective clients.
📈 Sales Metrics
Review the sales scorecard (5 key metrics the team needs to meet, or exceed, on a weekly basis)
📣 Announcements
Broadcast cross-departmental announcements to eliminate communication roadblocks.
🔍 Competitors
Discuss what your competitors have brought to market recently and how your team plans to respond.
📚 Training
Review your organization’s sales processes and best practices.
✅ Action items
What came out of this meeting? What are your next steps?
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