Weekly Sales Meeting

Streamline your management and set the agenda for your weekly sales meeting using Tome’s template.

Weekly Sales Meeting - Top
Weekly Sales Meeting - Metrics
Weekly Sales Meeting - Wins

About this template

Review important metrics and milestones while setting a plan of action for the next week using this Sales Meeting Agenda template. Update this simple one-sheet format weekly to lend structure and track your team’s progress. Follow the guidelines to break your meeting down into four main sections, with plenty of space for bullet points within each. Insert a chart to display what’s in the pipeline in a tidy way. All images, fonts, and colors are customizable.

Template outline

  • CheckmarkLeads
  • CheckmarkQualified Opportunities
  • CheckmarkDeals in negotiation
  • CheckmarkPipeline Updates
  • CheckmarkWins
  • CheckmarkAccount expansions

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  • Page Portrait (tome icon)Narrative Guidance
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