Wednesday, May 12, 2010


Template for a weekly, metrics-driven inside sales rep meeting

If you manage inside salespeople, you likely talk to them multiple times a week if not daily. But a weekly 1:1 meeting is still an important means of ensuring focus, productivity and results from every rep. Done right, it can also save you a lot of time through the week by consolidating a lot of information into one dedicated, managed period of time.

Below is a 30-minute sales meeting template you can use or modify for your organization. The key here is to make it as metrics-driven and objective as possible, with a focus on identifying and resolving obstacles to greater success.

Opportunity Pipeline Review (10 minutes)

Lead Review (10 minutes)

Activity Review (5 minutes)

Additional Challenges & Roadblocks (5 minutes)


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