Sales Quarterly Business Review Meeting

Intro Q&A

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What would you like to know?

Previous quarter

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Efforts

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What sales activities did the team participate in?

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Results

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What were the results of those activities?

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Learnings

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What did we learn over the last period? How we will change the process moving forward based on those lessons?

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Next quarter

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Initiatives

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What will you be doing in the next quarter? (Attending events, channel improvements, etc.)

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Forecast

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Leads in the pipeline, new meetings, stretch goals, etc.

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Outro Q&A

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What have we not answered yet?

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Action items

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What came out of this meeting? What are the next steps?

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