What’s inside this Sales Team Insights Meeting Template:

1 🤔 Meeting purpose

State the purpose of the meeting to get the team on the same page and to set expectations.

2 💬 Industry events

Are there any upcoming industry events that will affect sales activities? What other information can help ensure that the sales team stays current?

3 💡 Lessons learned the hard way

What are some recent failures or overarching lessons that each team member has learned from?

4 📣 Customer stories and struggles

What are some things you’ve learned from content such as books, podcasts, and articles that could be helping your target customers solve pain points?

5 📚 Learnings and resources

What are some things you’ve learned from content such as books, podcasts, and articles that could be helping your target customers solve pain points?

6 ✅ Next Steps

Record any takeaways and action items.