/

Templates / Clients and sales

Weekly sales meeting

Sales meeting agenda template

A weekly sales meeting agenda should cover four things in order: where the team stands against target, which deals moved in or out of the forecast, which stuck deals need help, and what the team learned from recent wins and losses. Every deal discussed should leave the meeting with a booked next step or a decision to close it. This template adds a short skill topic and ends with action items that each have one owner and a date.

Best forSales teams of 3 to 12 reps carrying a monthly or quarterly target

Meeting length45 minutes, weekly, early in the week

SectionsLast week's action items, numbers against target, forecast changes, deal review, wins and losses, skill topic, action items

FormatsGoogle Docs, Word, Notion, Markdown

Word Markdown

Weekly sales meeting agenda.docx

Weekly sales meeting agenda

Date Time45 minRun bySales managerNotes by Before the meetingReps update close dates, stages and next steps in the CRM

Item	Owner	Time	What we need to leave with
Last week's action items	Sales manager	5 min	Each item done, rescheduled or needs confirming
Numbers against target	Sales manager or sales ops	5 min	Closed, commit, best case and the gap, agreed by everyone
Forecast changes	Each rep	5 min	Every deal that moved in or out of commit, with the reason
Deal review: stuck and large deals	Reps and manager	15 min	A booked next step for each deal, or a decision to close it lost
Wins and losses	Rep who won or lost	5 min	One reason per deal, and who passes losses on to product or pricing
Skill topic	Rotating rep	7 min	One technique people will try this week
Action items read-back	Notes taker	3 min	Every item has one owner and a date

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.

Word Markdown

Weekly sales meeting notes.docx

Weekly sales meeting notes

Date Attendees Absent Notes by

Last week's action items

ID	Item	Owner	Status	Evidence or note
			Done / Rescheduled / Needs confirming

Numbers against target

Measure	This period	Target	Note
Closed won to date
Commit
Best case
Gap to target			Target minus closed and commit
New opportunities created last week

Forecast changes

Deal, amount, moved from / to, reason

Deal review

Deal	Rep	Amount	Stage	Close date	Next step booked	Help needed
					Date of the next meeting, or "none"

Wins and losses

Won or lost, deal, amount, why (buyer's words if possible)

Skill topic

Presenter, topic, the one thing to try this week

Decisions

Decision, written so someone who missed the meeting can act on it

Not decided yet

Topic, who decides, by when

New action items

ID	Item	Owner	Due	Done looks like

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.

Calder Payroll weekly sales meeting, Oct 26

Filled-in example

Calder Payroll weekly sales meeting, Oct 26

DateMonday, October 26, 2026, 9:00 am, 45 minAttendeesRenee Walsh (sales manager), Marcus Bell, Hana Sato, Tyler Cobb, Ines FerreiraAbsentNoneNotes byJoel Amari (sales ops)

Last week's action items

ID	Item	Owner	Status	Evidence or note
S1	Send Brookline Dental Group the contract	Hana	Done	Sent Fri Oct 23 (email in CRM)
S2	Update close dates on Q4 deals older than 30 days	Tyler	Needs confirming	Three of Tyler's deals still show September close dates in the CRM

Numbers against target

Measure	This period	Target	Note
Closed won to date	$172,000	$480,000 (Q4 new annual revenue)	Through Oct 25
Commit	$118,000		Up $2,000 net: Brookline in (+$24,000), Sunridge lost (-$22,000)
Best case	$96,000		Down $62,000: Brookline moved to commit, Ostrander pushed to Q1
Gap to target	$190,000		Best case alone won't close it
New opportunities created last week	9 ($64,000)	12 a week	Behind for the second week

Forecast changes

Brookline Dental Group, $24,000, best case to commit. Verbal yes on Oct 22, contract out.
Ostrander Freight, $38,000, best case to Q1. Their CFO left last week and nobody else has picked up the project.
Sunridge Staffing, $22,000, commit to lost. See wins and losses.

Deal review

Deal	Rep	Amount	Stage	Close date	Next step booked	Help needed
Westlake Veterinary (6 clinics)	Marcus	$41,000	Negotiation	Nov 20	Pricing call Oct 29	They want 15% off for a 2-year term. Renee can approve up to 10%. Needs the VP's answer before Thursday.
Ostrander Freight	Tyler	$38,000	Proposal	Moved to Jan 15, 2027	None	Find a new decision maker. Renee knows their COO.
Pell & Daughters Construction	Ines	$18,500	Demo done	Nov 30	None, 21 days since the demo	Decide whether to keep it open
Brookline Dental Group	Hana	$24,000	Contract sent	Nov 6	Signature check-in Nov 2	None

Wins and losses

Won: Fairmount Bakeries, $14,000. Their office manager said the two-week switch from their old provider is what sold it.
Lost: Sunridge Staffing, $22,000. Went with a competitor that includes time tracking. Price was close, so this is a feature gap, not a discount problem.

Skill topic

Hana: handling "let's wait until January." She asks what changes in January, then walks through what the first payroll run would look like if they started in December. Everyone tries it on one call this week.

Decisions

Ostrander Freight comes out of the Q4 forecast. It goes back in only if a new decision maker books a meeting.
Pell & Daughters gets one more attempt. If there's no meeting booked by Nov 6, Ines closes it as lost.

Not decided yet

Westlake 15% discount. Gordon Lyle (VP of sales) decides by Oct 28. Marcus doesn't mention any number above 10% on the call until then.
Whether to keep the 12 new opportunities a week target while the team is short one rep. Renee to raise with Gordon, no date set.

New action items

ID	Item	Owner	Due	Done looks like
S2	Fix close dates on the three September deals	Tyler	Oct 27	No Q4 deal shows a past close date
S3	Get Gordon's yes or no on the Westlake discount	Renee	Oct 28	Written answer to Marcus before the Oct 29 call
S4	Call Ostrander's COO to find the new owner of the project	Renee	Oct 30	A named contact and a meeting on the calendar
S5	Last attempt to reach Pell & Daughters	Ines	Nov 6	Meeting booked, or deal closed as lost in the CRM
S6	Send the Sunridge loss notes to the product lead	Joel	Oct 28	Loss reason logged and acknowledged by product

Calder Payroll, its customers and everyone in this example are a fictional sample.

Best forSales teams of 3 to 12 reps carrying a monthly or quarterly target

Meeting length45 minutes, weekly, early in the week

SectionsLast week's action items, numbers against target, forecast changes, deal review, wins and losses, skill topic, action items

FormatsGoogle Docs, Word, Notion, Markdown

What to write in each section

Numbers against target

Pull closed, commit and best case from your CRM before the meeting and write the gap in dollars. The meeting reacts to the number. It doesn't build it.

"Closed plus commit: $290,000 against $480,000. Gap: $190,000." beats "Pipeline looks healthy."

Forecast changes

Only the deals that moved since last week: into commit, out of commit, pushed to a later quarter, or lost. Write the reason next to each one, because the reason is what your manager will be asked about.

Deal review

Pick stuck and large deals, not every deal. For each one, record the stage, close date, the next step that is actually on the calendar, and what help the rep needs. A deal with no booked next step is the first thing to fix.

"Pricing call Oct 29" is a next step. "Following up" is not.

Wins and losses

One line per closed deal on why it went that way, in the buyer's words if you have them. Losses to price or a missing feature go to someone who can act on them, with a name and a date.

Skill topic

Seven minutes, one rep, one technique from a real call this week. Rotate who presents so it doesn't become the manager's lecture slot.

Action items

One owner, a due date and what done looks like. Deal-specific tasks that only matter to one rep belong in the CRM, not here.

When to use this template

Your Monday sales meeting has turned into each rep reading their pipeline out loud.
The forecast changes every week and nobody can say which deals moved or why.
Deals sit in the same stage for weeks and nobody asks what the next step is.

Questions people ask

How often should a sales team have a sales meeting?: Weekly works for most teams carrying a monthly or quarterly number, and Monday or Tuesday morning lets the plan for the week change. Keep deep strategy on single deals for one-on-one meetings or a separate deal review, or the weekly meeting runs long.
How do I stop the sales meeting from becoming a CRM read-out?: Ask reps to update the CRM before the meeting and pull the numbers yourself ahead of time. Then only discuss deals that changed, deals that are stuck and deals where someone needs help. If a deal has a booked next step and nothing changed, it doesn't need airtime. Name those deals in the agenda you send ahead, as covered in how to write a meeting agenda.
Is a sales meeting the same as a forecast call?: Not quite. A forecast call is usually short and only about the numbers and which deals will close. A sales meeting also covers wins, losses and skills. Small teams often combine them, which is what this template does with the numbers and forecast changes sections at the top.

Related templates

Discovery meeting agenda templateAccount executives, consultants, agencies and freelancers on first callsAgenda · Template · Example

QBR meeting agenda templateCustomer success managers and account managers with ongoing B2B customersAgenda · Template · Example

Marketing meeting agenda templateMarketing teams of 2 to 10, in-house or at a small businessAgenda · Template · Example