Quarterly Sales Meeting Agenda Template (55mins)

Welcome & Agenda Overview (0 - 2 mins)

• Quick welcome, set expectations for the meeting flow.

Metrics Review (5 mins)

• Run through key numbers: sales targets, KPIs, performance vs goals.

Important Pipeline Movements (5 mins)

• Highlight major deals moving stages, new opportunities, or any changes.

Wins, Praises & Learnings (20 mins)

• Celebrate recent wins, recognize standout efforts, and share lessons learned from deals.
• Encourage team members to contribute insights.

Roadblocks & Help Needed (10 mins)

• Discuss challenges or stuck deals.
• Collaborate on solutions and offer support.

Next Plans (10 mins)

• Outline next steps for key accounts, strategies for closing deals, and action plans.

Summary & Action Items (3 mins)

• Recap key takeaways and assign clear action items.
• Confirm next meeting date if needed.