How To Run A Sales Team Meeting

A sales team meeting should be led by defining clear objectives, keeping communication open, encouraging participation, setting tangible goals, reviewing previous targets and achievements, adjusting strategies as necessary, and cultivating a constructive feedback culture.

A sales team meeting is a scheduled gathering of individuals within an organization who are responsible for sales activities. The purpose of such meetings is to discuss sales goals, strategies, and performance, and to provide updates on sales initiatives, new products or services, and market trends. These meetings allow the sales team to align their efforts, share best practices, address challenges, and receive guidance from management to ensure the team is working towards achieving its objectives.

What is the purpose of a Sales Team Meeting?

The purpose of running a sales team meeting as a leader is to provide direction, motivation, and training to the team. It is an opportunity to align goals, discuss strategies, and address any challenges or issues. The meeting serves to enhance communication, foster teamwork, and ultimately drive sales performance.

How To Run A Sales Team Meeting: Step-By-Step


Step 1: Meeting Preparation

The head of the sales team or designated person should create a detailed agenda, including a review of past meetings, current objectives, and strategy development, to ensure an organized and productive sales meeting.

ZipDo, our creation, offers a unique solution by pulling meetings from your calendar into a shared workspace. This workspace is the foundation for building a unified meeting agenda, inviting contributions from the entire team. It promotes thorough preparation, elevating meeting productivity and simplifying the overall meeting management process.

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: Sending Invitations

Using the company’s designated communication platform, ensure all team members are invited to the meeting by sending out detailed invites. Include the agenda, time, date, location or virtual link, and any necessary preparation instructions.

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Step 3: Reviewing Past Performance

Begin the meeting by providing a brief recap of the previous meeting’s outcomes and delve into a discussion about the sales performance since then. This will enable the team to gauge the progress made and identify any potential areas that require attention and improvement.


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Step 4: Sales Training

Depending on team needs, allocating time for sales training can be beneficial. This may involve discussing new strategies, techniques, or upgrading product knowledge.

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Step 5: Objectives Discussion

In order to drive performance and success in the upcoming period, it is essential to establish specific, measurable, realistic, and clear sales objectives. These goals will act as guiding points for the sales team, ensuring focus and providing a benchmark for evaluating achievements.

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Step 6: Strategy Development

Once the goals have been established, it is important to collaborate and define a plan of action. This could include assigning tasks, revising the sales strategy, and finding supportive tools and resources to effectively accomplish the desired objectives.

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Step 7: Open Floor

Foster an environment where team members are encouraged to share their thoughts, concerns, and queries. This open communication not only strengthens team unity but also paves the way for potential fresh insights and innovative ideas.

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Step 8: Sales Motivation

A leader must motivate the team, highlighting the significance of each member’s role in achieving sales goals, while also recognizing top performers to ignite a competitive spirit and encourage dedication.

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Step 9: Schedule Next Meeting

Ensuring efficient planning, it is important to schedule the next meeting, communicate the date and time to all participants, and provide a clear outline of the agenda for the upcoming gathering before concluding the current one.

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Step 10: Meeting Summary

After the meeting, it is crucial to ensure effective communication by sending a concise summary to each team member. Include a recap of the main points discussed, strategies agreed upon, tasks assigned, and any other noteworthy information.

ZipDo, our app, streamlines the creation of meeting minutes. It imports your meetings from the calendar, organizing them into specific channels. Here, team members can be added, granting them access to the meetings. Posting the minutes in the dedicated workspace allows automatic access for all channel members, keeping the entire team informed.

Questions to ask as the leader of the meeting

1. “What are our sales goals for this quarter?” – This question helps to establish and remind the team about the specific targets they need to achieve, aligning everyone’s focus and efforts.

2. “What progress have we made towards our goals?” – This question allows the leader to assess the team’s performance, identify accomplishments, and determine if they are on track or need to make adjustments.

3. “What are the biggest obstacles or challenges you are facing in your sales efforts?” – This question encourages team members to share any obstacles they are encountering, enabling the leader to provide support or guidance to overcome these challenges.

4. “What strategies or tactics have been effective in closing deals recently?” – This question promotes knowledge sharing amongst the team, ensuring that successful approaches are recognized, replicated, and implemented by others.

5. “How can we improve our sales processes and workflows?” – This question prompts the team to identify any inefficiencies or bottlenecks in their sales processes and offers opportunities for refinement and enhancement.

6. “What feedback or insights have you received from customers?” – This question encourages the team to share valuable feedback they have received from customers, providing insights into customer needs and preferences that can inform future sales strategies.

7. “How can we enhance our product or service to meet customer demands better?” – This question invites the team to think critically about potential improvements to the product or service to ensure it remains competitive and aligned with customer needs.

8. “What are our competitors doing differently, and how can we stay ahead?” – This question motivates the team to stay informed about the competition and encourages them to think creatively and proactively about maintaining a competitive edge.

9. “What support or resources do you need to achieve your sales goals?” – This question allows team members to express any needs they may have, whether it’s additional training, technology, or resources, enabling the leader to provide the necessary support.

10. “What are your personal professional development goals, and how can we help you achieve them?” – This question demonstrates a leader’s investment in the personal growth of team members, fosters individual motivation, and supports their career development within the sales team.

As a leader, it is important to prepare a clear and concise sales team meeting agenda. Start by defining the meeting’s objective and desired outcomes. Identify key topics to be discussed and allocate specific time for each item. Include a mix of updates, strategy discussions, and collaborative activities. Share the agenda in advance and encourage team members to provide input or suggest additional topics.

How To Prepare For A Sales Team Meeting
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In a sales team meeting, it is crucial to discuss performance updates, goals and targets, sales strategies, customer feedback, and market trends. Additionally, brainstorming sessions for new sales approaches and sharing success stories can help motivate and inspire team members. Communication and collaboration should also be emphasized to foster a cohesive and efficient sales team.

See Our Sales Team Meeting Template
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Software tools to facilitate a Sales Team Meeting

Software for sales team meetings helps leaders streamline their operations by automating processes. It allows them to track sales metrics, set goals, manage leads, and analyze performance data in real-time. With features like collaboration tools, task management, and communication channels, software enables leaders to conduct efficient and productive sales team meetings, resulting in improved sales performance and revenue growth.

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In conclusion, running an effective sales team meeting is crucial for driving success and achieving goals. By following the key steps outlined in this blog post, such as preparing an agenda, ensuring active participation, fostering a positive and collaborative environment, and providing actionable takeaways, sales managers can optimize their team’s performance and alignment.

A well-conducted sales team meeting not only keeps everyone on the same page but also encourages open communication, boosts team morale, and enhances individual growth. It provides an opportunity to address challenges, share best practices, and celebrate wins, ultimately creating a culture of continuous improvement and success.

Remember, the success of a sales team relies heavily on their leaders’ ability to motivate, educate, and guide them through effective meetings. So, whether you’re a seasoned sales manager or just starting out, implementing the strategies mentioned in this blog post will undoubtedly help you run productive and impactful sales team meetings that drive results.

Popular Questions

What are the objectives of the sales team meeting?

The objectives of this meeting are to review sales performance, set sales targets, develop sales strategies, address any issues or challenges, and brainstorm about opportunities for growth and expansion.

Who will be attending the sales team meeting?

All members of the sales team, including sales reps, sales managers, and often senior management or the director of sales, will be attending the meeting.

How frequently do these sales team meetings occur?

The frequency of sales meetings can vary depending on the organization’s requirements. Some teams meet weekly, while others may meet bi-weekly or monthly. Special meetings may also be held as needed to address unique opportunities or challenges.

What is typically discussed in a sales team meeting?

A typical sales team meeting includes a review of sales reports and performance metrics, setting new sales targets, discussion of sales strategies and techniques, addressing challenges, and brainstorming on potential sales opportunities.

What preparation is expected of team members ahead of a sales team meeting?

Team members are expected to come prepared with updates on their sales activities including successes, challenges, and questions. They should also review the agenda prior to the meeting and come prepared to actively participate in discussions.