Notion – Sales Team Meeting Template

This template is perfect for organising your team’s sales meetings.


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Notion – Sales Team Meeting Template

This template is perfect for organising your team’s sales meetings. Sales is the lifeblood of every company, and each moment in a meeting is a moment away from a potential customer. Setting the agenda ahead of time keeps you moving toward your sales goals, ensures you have more thoughtful conversations, and shows your team members you value their time.

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

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After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

 

How to run a 60-minute, weekly sales team meeting

In this article, we’ll look at how to run a successful weekly sales team meeting. We’ll also discuss the best way to plan and prepare for your meetings.

We’re going to cover:

  • The importance of setting up a good sales meeting
  • What you need to include in your agenda
  • How to make sure that everyone is on board with the meeting
  • How to ensure that everyone has time to speak
  • How to make sure that you get the most out of your meeting

 

The importance of setting up a good sales meeting

Sales meetings are an important part of running any business. They help keep your team focused on their goals and they can be used as a tool to motivate them. However, if your meetings aren’t well planned or don’t have clear objectives, then they won’t achieve their full potential.

Here’s what you should consider when planning your next sales meeting:

1. Make sure it’s relevant

Your meetings should always be relevant to your company and its customers. If your product isn’t selling, then why would anyone want to attend? You could use this opportunity to talk about new products or services, but you shouldn’t just focus on one topic. Instead, mix things up so that people feel engaged throughout the whole meeting.

2. Set realistic expectations

You might think that every sales meeting needs to last two hours, but that’s not true. It depends on the size of your team and the number of topics you’re covering. A 30-minute meeting will probably work fine, whereas a 90-minute meeting may take too long.

3. Plan ahead

You should always try to plan your meetings in advance. This means making sure that you’ve got enough time to cover all the points you want to raise. It also helps to know who will be attending beforehand, so you can make sure that there’s plenty of room for everyone.

4. Start off with a warm welcome

It’s easy to assume that everyone will automatically like each other, but that doesn’t happen very often. So before you start talking, make sure that everyone feels comfortable around each other. This could mean saying something like “I’m really looking forward to seeing everyone today.”

5. Keep it short

If you’re trying to cram everything into a single hour, then you’re doing it wrong. Sales meetings should be kept to a reasonable length. Ideally, you should aim to finish by 15 minutes past the hour. That gives you time to wrap up and leave.

6. Be prepared

A lot of companies spend weeks preparing for their sales meetings. But that’s unnecessary. Just pick three key points that you’d like to cover and stick to those. Don’t worry about being perfect – it’s better to be overprepared than underprepared.

 

What you need to include in your agenda

The first thing to think about when planning a sales meeting is what should be included on your agenda. This will depend on the type of meeting that you’re running.

If it’s a one-on-one meeting then it’s likely that you’ll only need to talk about one topic. But if it’s a group meeting then there may be several topics that you want to cover. So here are some examples of things that might be discussed during a sales meeting:

  1. Sales targets
  2. Performance reviews
  3. New products/services
  4. Feedback from customers
  5. Training needs
  6. Marketing plans
  7. Company strategy
  8. Product updates
  9. Financial forecasts
  10. Competitor analysis
  11. Market research
  12. Customer service issues
  13. Team building
  14. Employee engagement
  15. Goals and objectives
  16. Staffing requirements
  17. HR matters
  18. Any other relevant topics

How to make sure that everyone is on board with the meeting

Once you have an idea of what you want to discuss at the meeting, you need to ensure that everyone agrees with it. Otherwise, they won’t be able to contribute anything useful. Here are some ways to get them involved:

  1. Ask questions
  2. Listen carefully
  3. Make notes
  4. Take part in discussions
  5. Give feedback
  6. Offer ideas
  7. Agree with others’ opinions
  8. Encourage others
  9. Challenge people’s views
  10. Have fun

 

How to ensure that everyone has time to speak

When you hold a sales meeting, it’s important to give everyone equal amounts of time to speak. The best way to do this is to divide the meeting into sections. Each person gets five minutes to talk in each section. Then you move onto the next section. You don’t need to stop anyone speaking once they’ve started. If someone wants to continue after the allocated time, let them.

But how long should you allow each person to talk? Well, it depends on what you want to achieve. For example, if you’re having a one-to-one meeting, then you can probably afford to give more time to each person. But if you’re holding a group meeting, then you’ll need to keep things moving along quickly.

 

How to make sure that you get the most out of your meeting

You need to plan ahead so that you know exactly what you want to say. The following tips will help you prepare well:

  1. Prepare as much as possible before the meeting
  2. Write down all your points
  3. Check your facts
  4. Think through how you’ll present your points
  5. Practice your presentation
  6. Get feedback
  7. Decide who will chair the meeting
  8. Choose a good location
  9. Arrange refreshments
  10. Plan to end the meeting early
  11. Set clear goals
  12. Be prepared for interruptions
  13. Keep your message simple
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