Sales Performance Review Meeting

Performance reviews are a chance for leaders to engage in a personal dialogue, understand individual strengths and weaknesses to best guide and motivate reports, and keep the team focused on sales results!

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🔑 Performance on Selling Activities

Detail some highlights and information from each of these activities since our last touchpoint.


Emails sent


In-person meetings


⛔️ Roadblocks

Note any roadblocks from the activities above.

📢 Feedback

If you think one of your team members can improve on something, tell them why and educate!

📈Detailed Action Plan

Set expectations and goals for the next quarter (or a specific time period) and discuss an action plan to meet those goals.

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