Complete this ahead of the your weekly sales meeting to help identify key wins, goals, and blockers to discuss as a team during your weekly meeting. Each team member should list out their top 6 weekly wins, top 6 goals for the week, things that are blocking them, and topics they would like to discuss. The leader will update the key metrics on a weekly basis.
HIGHLIGHTS: New opps created, Opps that moved up stage - how/why, Key meetings held - insights gained, Key meetings confirmed - approach used to land meeting LOWLIGHTS: What's blocking us in our sales process, What's blocking our customers from saying yes, Key objections, key challenges. GOALS: Opportunities we forecast to Stage change, New opportunities we are targeting for meetings, Our D.O,'s (desired outcomes) for scheduled meetings. OTHER: What training, product, marketing, external topic can/will we cover this week. METRICS: What are the KPI's we track to measure current and future performance