Get your sales team aligned and keep track of action items. Use this meeting template agenda for effective stand-ups
Using templates in Fellow.app enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.
Get this free template in FellowGenerally, you’ll use the sales stand-up to set the tone for the day with a quick huddle. So it’s best to put this agenda to use at the beginning of the day before prime selling hours begin. Plus, scheduling this meeting first thing in the morning gives your team an extra incentive to show up on time since they know they’ll be held accountable. Everybody benefits from adding a bit of structure to their day.
Still, as valuable as it is, this meeting is best kept short and snappy (just like this agenda template). You don’t want to drone on and sap your team’s energy before the day has even started. And of course, you want to avoid cutting into prime selling hours.
You can also adapt this same framework for a weekly sales stand-up meeting.