Sales Stand-Up

Get your sales team aligned and keep track of action items. Use this meeting template agenda for effective stand-ups

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TEMPLATE BY

Hugo

Team, Product, and/or Company Updates

Create urgency; remind team of upcoming due dates and sales deadlines.

Announce product changes. Welcome new team members. Provide other updates relevant to the day-to-day (i.e. company holidays, policy changes, staff vacations, etc.)

Coaching

Review one to two potential sales, system or process improvements (i.e. maximizing sales tools, writing great emails, etc.)

Celebrate Small Wins

Provide an update on who has been hitting their numbers. Recognize top performers.

Motivate

Share thought-provoking insights, quotes, or other motivational content. Get the team thinking high-level.

Takeaways

What will you take away from this meeting into your day? Open the floor for reps to share their takeaways for the day’s stand up.

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Action items:

Notes:

How to use this template for your next

Sales Stand-Up

Generally, 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.