Sales Team Insights Meeting

Improve knowledge sharing across your team and department with\nregular insight meetings. Template inspired by the practices of best-in-class sales teams

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Meeting Scope
Team Wide
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Tone of the meeting

🤔 Meeting purpose

State the purpose of the meeting to get the team on the same page and to set expectations.

💬 I


ustry events

Are there any upcoming industry events that will affect sales activities? What other information can help ensure that the sales team stays current?

💡 Lessons learned the hard way

What are some recent failures or overarching lessons that each team member has learned from?

📣 Customer stories and insights

What are some interesting stories that you’ve heard customers? This can help deepen everyone’s understanding of our customers.

📚Learnings and resources

What are some things you’ve learned from content such as books, podcasts, and articles that could be helping your target customers solve pain points?

✅ Next Steps

Record any takeaways and action items.

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