Log in Try for free
Create a new workspace Log in to another workspace

🚀 Breathe.

✕
Back to Sales Meetings
Business MeetingsClient MeetingsPerformance Review MeetingsStaff MeetingsStand-Up MeetingsStrategic MeetingsWeekly Team Meetings1-on-1 MeetingsAgency MeetingsExpert-ApprovedAgile MeetingsBoard MeetingsCustomer Success MeetingsDesign MeetingsEngineering MeetingsExecutive MeetingsFinance MeetingsGovernment MeetingsHospital Staff MeetingsHR MeetingsLegal MeetingsLobbying MeetingsMarketing MeetingsPlanning MeetingsProduct MeetingsProject MeetingsRemote MeetingsRetrospective MeetingsSales MeetingsTeam Meetings

Sales Performance Review Meeting Template

Get this template

It can be difficult to coach and give sales performance reviews. By using this template, it willl be a lot easier, timely, and benefiicial.

Performance Review Meetings Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Sales Performance Review Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Sales Performance Review Meeting
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Sales Performance Review Meeting
AI Recording in progress
243
349
Customize this template  
Template preview

Magnify Preview template

Sales Performance Review Meeting 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 Performance Review Meeting Template:

1 💪 Performance on Selling Activities

Detail some highlights and information from each of these activities since our last touchpoint.

  • Calls
  • Emails sent
  • Demos
  • In-person meetings
  • Proposals

2 🚧 Roadblocks

Note any roadblocks from the activities above.

3🗣️ Feedback

If you think one of your team members can improve on something, tell them why and educate them!

4 ✅ Detailed Action Plan

Set expectations and goals for the next quarter (or a specific time period) and discuss an action plan to meet those goals.

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.”

Run delightful meetings with Fellow
See why leaders in 100+ countries are using it today.
Try for free Request a demo
Already using Fellow? Log in
You might also be interested in these templates
You might also be interested in these articles