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Sales Huddle Template

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Use this meeting template to help your sales reps prioritize and structure their day/week to ensure that progress is made on key deals.

Sales Meetings Team Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Sales Huddle
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Sales Huddle
Today @ 10:30 - 11 AM
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Sales Huddle
AI Recording in progress
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Sales Huddle Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Sales Huddle Template:

1 ✅ Status Update Roundtable

Update the team on important deals and deals in the closing stages.

  • [NAME]:
  • [NAME]:
  • [NAME]:

2 🌟 Top focus

Outline your major priorities for the day/week

3⛔️ Roadblocks

Outline any roadblocks that the team might be able to assist you with.

Get this free template
Get this free template
Template preview
Fellow.app

Template by

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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See why leaders in 100+ countries are using it today.
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