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INTRO

Weekly Sales Update

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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

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SWOTAnalysis.com
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A
Judy Butler
10:15pm
Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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Marty
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March 23
MARKETING SEO -Win the market and all the users for years to come
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HIGHLIGHTS

TL
Last weeks top 6 highlights, ranked
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BLOCKERS

TL
Last weeks challenges, blockers
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GOALS

TL
This weeks top 6 goals, ranked
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OTHER

JB
Anything else? Topics to discuss
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METRICS

JB
Where we stand, KPI's
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$xxx RESULTS vs goal of $xxx 
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$xxx Q FORECAST  vs goal of $xxxx 
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$xxx PIPELINE vs goal of $xxxx 
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xxx MEETINGS HELD vs goal of xxx 
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xx MEETINGS SCHEDULED vs goal of xx 
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xx MQL's received vs goal of xx 
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