How To Run A Sales Stand Up Meeting

Conduct a sales stand up meeting by setting clear goals, ensuring good communication, focusing on tasks at hand, sharing updates or challenges, fostering team interaction, and doing all of these within a specified, short timeframe.

A Sales Stand Up Meeting is a short, typically daily meeting where the sales team comes together to share their goals, progress, and challenges. Conducted in a stand-up format to keep the session brief and focused, this meeting serves as a platform for the salespeople to share their planned activities for the day, any notable achievements from the previous day or discuss obstacles they might be facing. This interaction increases visibility, promotes collaboration, and allows for quick resolution of issues, thereby contributing to the efficiency and productivity of the sales team.

What is the purpose of a Sales Stand Up Meeting?

The purpose of a sales stand-up meeting is to align the sales team, keep everyone accountable, and share updates and strategies. As a leader, it allows you to communicate sales targets, address challenges, and motivate the team towards achieving sales goals. It fosters collaboration, improves communication, and ensures everyone is on the same page to drive sales success.

How To Run A Sales Stand Up Meeting: Step-By-Step


Step 1: Preparation

Prior to the meeting, it is crucial for sales managers to compile in-depth data on existing sales trends, pinpoint specific sales objectives, and analyze recent victories or setbacks. Concurrently, sales team members must prepare comprehensive updates on their work, articulate any challenges they are facing, and list queries they have. This collective preparedness promotes productive dialogue and problem-solving during the meeting.

Our platform, ZipDo, facilitates the integration of calendar appointments into a single collaborative space. This space is dedicated to constructing a joint agenda, where every team member has the opportunity to add their topics. By doing so, it guarantees more comprehensively prepared meetings, optimizing efficiency and easing the preparation and follow-up stages.

ZipDo, our tool, offers a solution for the seamless preparation of team meetings. It centralizes past session information, including agendas and meeting notes, making it accessible for meeting leads. This organization aids in efficient preparation and ensures that nothing important is overlooked.

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Step 2: Agenda Setting

Establishing a well-structured meeting is key. Begin by outlining precise targets, subsequently bringing to light substantial figures and matters of concern. This should be followed by a detailed layout of intended sales strategies or actions. Collectively, these strategies ensure everyone in the meeting understands their roles and expectations, providing a clear direction and goal for the meeting. This structured approach enhances productivity and facilitates goal-oriented communication.

Our app, ZipDo, revolutionizes meeting preparation by importing calendar appointments into a collaborative platform. This platform supports the development of a shared agenda, accessible for contributions by all team members. Such collaboration results in well-prepared meetings, improving efficiency and simplifying the overall meeting process.

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Step 3: Reviewing Performance

In this session, we will perform an in-depth analysis of each team member’s performance vis-à-vis their sales targets. We will scrutinize their recent interactions with clients, the sales they’ve successfully completed, and the potential deals in their sales pipeline. The objective is to understand individual performance, identify challenges, celebrate successes, and plan strategic improvements.


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Step 4: Problem-solving

Highlight the obstructions impacting sales in the meeting and strategize action plans for them. Suspicion, doubt or perceived hindrances should be identified by all participants, fostering an open dialogue. Brainstorming sessions can yield creative solutions, helping to navigate these issues for improved sales performance.

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Step 5: Output Discussion

After discussing the issues and corresponding solutions, it’s integral to explore how these aspects affect overall sales. The sales manager should critically analyze this impact and provide insightful feedback. They should also offer strategic input focused on enhancing the efficiency and improve sales performance within the team.

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Step 6: Planning Next Steps

At the conclusion of each meeting, it’s crucial to ensure that action items and expectations for each team member are clearly defined till the next meetup. This involves outlining specific tasks, deadlines and success metrics. Additionally, everyone must have a uniform understanding about updated sales targets for the forthcoming period. By doing so, we can maximize individual accountability and our collective progress towards reaching these commercial milestones.

Questions to ask as the leader of the meeting

1. “What successes did you have since our last meeting?” – This question sets a positive tone and allows sales team members to share their achievements, boosting morale and encouraging a sense of competition within the team.

2. “Did you face any challenges or obstacles? If so, how did you overcome them?” – This question promotes problem-solving and encourages sales representatives to share their experiences and strategies, fostering a collaborative environment that helps the team to learn from one another.

3. “What specific strategies or tactics have been effective in generating leads or closing deals?” – This question aims to collect valuable insights from the sales team, encouraging the sharing of successful strategies that can be replicated by others or implemented at a broader level.

4. “What feedback or objections are you frequently encountering from prospects or customers, and how are you addressing them?” – This question focuses on understanding common objections faced by the sales team, allowing the leader to provide guidance, address concerns, and share best practices for overcoming objections to enhance the overall sales process.

5. “Do you have any suggestions or recommendations for improving our sales processes or strategies?” – This question empowers sales team members to contribute their ideas and feedback, fostering a sense of ownership and continuous improvement within the team, while also giving the leader valuable insights for refining sales strategies.

6. “Are there any areas where you feel you need additional support or training?” – This question encourages sales representatives to seek guidance and communicate their development needs, enabling the leader to identify gaps in skills or resources and provide necessary support or training opportunities.

7. “What are your sales goals for the upcoming period, and how do you plan to achieve them?” – This question helps the leader assess individual targets and encourages sales reps to articulate their action plans, fostering accountability while providing an opportunity for the leader to align and support the team’s goals.

8. “Is there anything else you’d like to share with the team?” – This open-ended question gives each team member a chance to share any additional information, achievements, challenges, or suggestions that may not have been covered in the previous questions, promoting inclusivity and open communication.

As a leader, preparing a sales stand-up meeting agenda is crucial for maximizing productivity. Start by setting clear and specific goals for the meeting, focusing on important updates, challenges, and targets. Allocate time for each agenda item, encourage active participation, and ensure all team members are prepared and informed in advance. This structured approach will help drive impactful discussions and keep the team aligned towards achieving sales objectives.

How To Prepare For A Sales Stand Up Meeting
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In a sales stand-up meeting, it is important to discuss key topics such as sales performance updates, upcoming sales targets, market trends and potential challenges, strategies for reaching target customers, new product launches, competitor analysis, and sharing successful sales pitches or strategies. These discussions help align the sales team, provide motivation, and pave the way for effective sales strategies.

See Our Sales Stand Up Meeting Template
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Software tools to facilitate a Sales Stand Up Meeting

Software helps leaders run sales stand-up meetings by providing a centralized platform for communication, collaboration, and tracking progress. It enables leaders to easily assign tasks, track sales targets, and monitor team performance in real-time. With features like analytics and reporting, leaders can identify strengths, areas for improvement, and make data-driven decisions to drive sales growth effectively.

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In conclusion, running an effective sales stand up meeting is the key to fostering open communication, accelerating productivity, and driving sales. Remember, a well-structured sales stand up day begins with thoughtful preparation, active participation, structured agendas, time-bound discussion, and involves clear objectives and goals. Also, focusing on issues and solutions rather than broad topics ensures maximum productivity. Employing digital tools can streamline the workflow and bring everyone on the same page. Incorporating an element of recognition and feedback adds value and boosts motivation. Lastly, ensuring follow-ups, tracking progress is essential to incorporate and appreciate changes. Start incorporating these steps and watch your team’s efficiency and satisfaction grow, ultimately reflecting positively on your sales figures.

Popular Questions

What is a Sales Stand Up Meeting?

A Sales Stand Up Meeting is a brief, daily meeting often held in the morning, aimed at aligning the sales team with their objectives for the day. It’s usually short, standing-only sessions designed to encourage focus and productivity.

What is the purpose of a Sales Stand Up Meeting?

The purpose it to quickly communicate information among the team, track sales progress, discuss challenges, and plan the day’s work ahead. It helps to keep the team aligned and focused on the most important tasks.

How long should a Sales Stand Up Meeting last?

Typically, a Sales Stand Up Meeting should last for about 15 to 30 minutes. The aim is to keep the meeting as productive and efficient as possible, discussing only key issues and action plans.

Who should participate in a Sales Stand Up Meeting?

Ideally, everyone involved in the sales team should participate – from Sales Representatives to Sales Managers. However, depending on the nature of the work, other stakeholders like marketing or support teams could also be included.

How should a Sales Stand Up Meeting be structured?

Everyone present should have a turn to briefly share their updates. This generally includes a recap of the previous day’s work, an outline of the current day’s plan, and any challenges faced. There’s usually no need for extensive discussions or problem-solving; any significant issues should be noted and discussed later.