

First Sales Team Meeting Agenda
Get this templateGet to know all the members of the Sales team and set clear expectations about your sales targets, processes, and communication cadence.

Preview template
What’s inside this First Sales Team Meeting Agenda:
1👋 Getting to know each other
Icebreakers and questions to learn about everyone’s background/hobbies.
2💬 About your manager
A little bit about my experience, values, and preferred methods of communication.
3🎯 Sales targets
What are the sales objectives for this quarter/period? What other key metrics are you currently monitoring or working towards?
4🏓 Pipeline roundtable
Ask each sales representative to provide a status update on their current pipeline.
5🚧 Roadblocks
Please list any current challenges that might require your manager’s assistance in the near future.
6💭 Expectations
Discuss the Sales team’s meeting cadence, values, and channels to exchange feedback.
7❓Questions
What are some questions you’d like to ask the Sales Manager?