Sales Morning Check-in Template

A morning meeting agenda template can be the perfect tool to use to reinvigorate and energize your team as they get ready to hit the sales floor. It is a good way to help you to give your team any updates they need, but also to encourage them to hit their sales goals. Because sales can be draining in some environments, taking steps to do this each day could make a big difference in the results your team has day after day.

What Is a Sales Morning Check-in?

Morning check-ins like this can help people to operate at the level you need them to on a consistent basis. These types of team meetings help individuals get the type of results you need them to reach by providing them with new insights, information about their successes, and discussions about opportunities. Doing this day-to-day may provide your team with the resources and tools they need to perform at their highest on a consistent basis.

Motivating sales professionals is not always easy to do. That is especially true when they are doing the same type of work each day and may not get a lot of one on one support. If you need to do so remotely through video calls or zoom meetings, do so. Otherwise, try to bring people together to hold these short – often 15-minute sessions – each day.

Be sure to include any sales professionals working for your company. It may also be a good idea to encourage department leads to be a part of these meetings. Try to hold these staff meetings daily, but that is not always possible.

The Purpose of a Sales Morning Check-in

The purpose of the sales morning check-in is simple. Communicate what is happening that impacts their sales activity. Discuss what good things happened yesterday. Provide some insight and inspiration for today.

How to Use a Sales Morning Check-in Template

This morning meeting template makes it easier for you to manage your sales morning check-in. It gives you space to write down what you wish to discuss with your meeting attendees. You may wish to provide your high-performing team with the ability to share their insights with others.

The goal of your template is to jot down agenda items and meeting notes. That should include any information that you need to share, such as product meetings that need to include updates on products, services, and solutions.

Sales meetings should have a positive tone, so when creating your meeting agenda templates, be sure that you are offering inspiration and support to your meeting attendees. You want them to feel empowered in real-time when engaging in these meetings, and your template can help you to do that.

What’s inside this Sales Morning Check-in Template:

In the following template, you will see a couple of key steps to take. These two areas – wins yesterday and focus on today provide you with two areas to focus on throughout the meeting. When possible, print off a number of these templates and use them every day as a way to jot down great things that happened, important feedback, and insights that you obtained from the prior day. The goal here is to empower your team.

Take a look at the morning meetings agenda template. It is designed to provide you with the check-in meeting format that works for many teams, bringing people together to hold an important conversation. Here is what to do to fill it out.

1 Wins Yesterday

How were you successful yesterday?

In this section, jot down any specific metrics you have that show those at the meeting what they accomplished. Talking about the positives first is always a good way to start up these types of team meetings. You also want to be sure that when meetings are remote that you recognize each person or group in the meeting call so they can see what they’ve achieved.

Include:

• Sales figures
• Insights into specific sales goals achieved
• Specific hard sales that took place
• Any other important tasks that happened yesterday

2 Focus for Today

What is your focus for today?

In this section, you have two goals. One is to provide any insights that the team needs to do well today. That could be information about products or services, availability, pricing changes, or new packages and discounts. Be sure that your team has the ability to ask questions about any of these aspects.

Next, provide some tips and strategies that could help your team. For example, offer a simple tidbit of how another team member closed a deal that was interesting or unique. Provide a bit of support here about what your team can do to be better. In a group session, it may be best to leave out any type of negative insight on just one person.

End the meeting on a positive note. You want them to leave empowered.