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Team Meeting Document

Team Name - Date

Directions

Q4 New Business Goals - Team

Month Goal Month Actual % Attainment Q4 Goal Q4 Actual % Attainment
Revenue
Booked Meetings
Held Meetings

Rep Performance Breakdown

SDR Month  Set % to Goal Month  Held % to Goal Focus Areas
Rep #1
Rep #2
Rep #3

Topics Review (filled out by reps prior):

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

Discussion topics:

Housekeeping updates: