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Sales Huddle Template

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

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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.

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About the author

Georges-Antoine Assi

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • 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
    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
    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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