Team Meeting Document

Team Name - Date

Directions

• Sales leaders to create templates based on OKRs, goals, and topics they want to discuss.
• Leader to update KPIs.
• Team to fill out agenda items prior to meeting.

Q4 New Business Goals - Team

Rep Performance Breakdown

Topics Review (filled out by reps prior):

Hot topics (need to be discussed immediately - quota changes, etc):

Discussion topics:

Housekeeping updates: