🤔 Meeting purpose
State the purpose of the meeting to get the team on the same page and to set expectations.
💬 I
nd
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.
.svg)
