To prepare an effective sales team meeting, define the meeting's purpose, set a consistent schedule (ideally at the start of the week), and create a standing agenda. This ensures everyone is aligned on goals, priorities, and discussion topics. Keeping all meeting materials in one accessible place, such as Spinach AI or Google Docs, helps maintain organization and accountability. Source
A standing agenda keeps meetings focused, ensures all critical topics are covered, and helps teams stay on track with their goals. It also makes it easier to prepare and follow up on action items, especially when using tools like Spinach AI to automate agenda management. Source
Centralize all meeting notes, action items, and decisions in one place. Using Spinach AI's meeting software allows you to streamline meetings, automate note-taking, and integrate with your workflow, ensuring nothing is missed and everyone is held accountable. Source
It's recommended to hold sales team meetings on Mondays, at the beginning of the week. This helps the team align on current sales data, strategies, and goals, setting a productive tone for the week ahead. Source
Key items to include are: icebreakers, successes and wins, pipeline updates, obstacles and roadblocks, prospect/lead feedback, competitor updates, guest speakers, and a pitch round table. Covering these topics ensures productive, engaging meetings. Source
You can use the sales meeting agenda template provided by Spinach AI. This template helps you structure your meetings for maximum productivity and accountability. Source
Spinach AI automates the agenda, takes accurate meeting notes, and tracks action items. It integrates with your existing tools, making meetings more efficient and ensuring follow-ups are never missed. Source
Examples include: "What did you get up to this weekend?", "What’s something non-goal related you learned last week?", "What’s the best place you’ve traveled to?", and "What’s one thing you’re looking forward to this week?" Source
Document next steps (who does what by when), summaries of each agenda item, and meeting participants. Use Spinach AI to automatically capture and distribute meeting notes and action items to all participants. Source
Discussing competitor updates helps your team stay informed about market trends, strategies, and unique selling points. It enables your team to adapt and improve their approach to win more deals. Source
Guest speakers, whether internal or external, provide fresh perspectives, share expertise, and foster cross-functional collaboration. This can lead to new ideas and improved team performance. Source
A pitch round table is a dedicated time for team members to practice and refine their sales pitches, receive feedback, and share ideas for improvement. This helps standardize messaging and boosts team confidence. Source
Assign clear owners and deadlines for each action item, and use a tool like Spinach AI to automatically track and remind participants of their commitments. This ensures follow-through and progress. Source
Spinach AI automates note-taking, action item tracking, and meeting summaries, saving time and reducing administrative burden. It ensures all participants have access to accurate records and follow-ups. Source
Spinach AI provides automated note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. These features help sales teams stay organized and productive. Source
Yes, Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, ensuring smooth collaboration and workflow automation. Source
Yes, Spinach AI captures meeting notes, action items, and outcomes automatically, allowing users to focus on discussions without manual note-taking. Source
Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript and summary generation. Source
Spinach AI automates repetitive tasks such as generating sprint plans, PRDs, and managing tickets, freeing up time for sales teams to focus on selling and strategic activities. Source
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. It uses TLS and AES-256 encryption, and offers features like SAML SSO, SCIM, admin controls, and custom data retention policies. Source
Spinach AI uses industry-standard encryption (TLS and AES-256), does not use customer data for training, and provides robust admin controls and custom data retention policies. For more details, contact [email protected]. Source
Spinach AI is designed for product managers, sales teams, engineering teams, project managers, marketing, HR, recruiting, customer success, and finance teams. It supports any team looking to automate meetings, improve collaboration, and reduce administrative work. Source
Spinach AI addresses note-taking during meetings, streamlines administrative tasks, improves workflow efficiency, uncovers insights from user feedback, enhances collaboration, and provides customizable solutions for sales-specific needs. Source
Spinach AI automatically documents meeting notes and action items, sends them to all participants, and tracks follow-ups, ensuring nothing falls through the cracks. Source
Customers report increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, and improved customer engagement. Spinach AI automates routine tasks, freeing up time for strategic work. Source
Yes. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing to take notes, and Sergio (AlfaDocs) leverages it for brainstorming and follow-ups. More testimonials are available on the Spinach AI testimonials page.
Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies and testimonials highlight its versatility across sectors. Source
Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Source
Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Careviso) calls it "so natural and easy to use," and Belén Medina (Do It Consulting Group) says it has improved team communication. Source
Spinach AI stands out for its tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations, and customizable solutions. Customers like Jason Oliver (Product Director) highlight its unmatched specificity for their processes. Source
Spinach AI offers role-specific features, automates administrative tasks, provides actionable AI insights, and integrates with popular tools. Its focus on customization and productivity makes it a preferred choice for teams seeking more than generic meeting tools. Source
Spinach AI provides sales-specific features like CRM integration, automated note-taking, and buyer insights, enabling sales professionals to focus on closing deals without administrative distractions. Source
Spinach AI offers tailored solutions for sales, product management, engineering, customer success, HR, and finance teams. Each persona benefits from features designed to address their unique workflow challenges. Source
Spinach AI is cloud-based and requires only a web browser. Users can sign up with Google or Microsoft accounts and connect their calendars for instant access. No complex IT setup is needed. Source
Yes, premium users have access to an onboarding program to ensure a smooth transition and help teams fully utilize Spinach AI's features. Source
Spinach AI offers custom data retention policies, does not use customer data for training, and provides admin controls for privacy management. Source
You can request access to the SOC 2 Type 2 report by contacting [email protected]. Source
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
To prepare an effective sales team meeting, define the meeting's purpose, set a consistent schedule (ideally at the start of the week), and create a standing agenda. This ensures everyone is aligned on goals, priorities, and discussion topics. Keeping all meeting materials in one accessible place, such as Spinach AI or Google Docs, helps maintain organization and accountability. Source
A standing agenda keeps meetings focused, ensures all critical topics are covered, and helps teams stay on track with their goals. It also makes it easier to prepare and follow up on action items, especially when using tools like Spinach AI to automate agenda management. Source
Centralize all meeting notes, action items, and decisions in one place. Using Spinach AI's meeting software allows you to streamline meetings, automate note-taking, and integrate with your workflow, ensuring nothing is missed and everyone is held accountable. Source
It's recommended to hold sales team meetings on Mondays, at the beginning of the week. This helps the team align on current sales data, strategies, and goals, setting a productive tone for the week ahead. Source
Key items to include are: icebreakers, successes and wins, pipeline updates, obstacles and roadblocks, prospect/lead feedback, competitor updates, guest speakers, and a pitch round table. Covering these topics ensures productive, engaging meetings. Source
You can use the sales meeting agenda template provided by Spinach AI. This template helps you structure your meetings for maximum productivity and accountability. Source
Spinach AI automates the agenda, takes accurate meeting notes, and tracks action items. It integrates with your existing tools, making meetings more efficient and ensuring follow-ups are never missed. Source
Examples include: "What did you get up to this weekend?", "What’s something non-goal related you learned last week?", "What’s the best place you’ve traveled to?", and "What’s one thing you’re looking forward to this week?" Source
Document next steps (who does what by when), summaries of each agenda item, and meeting participants. Use Spinach AI to automatically capture and distribute meeting notes and action items to all participants. Source
Discussing competitor updates helps your team stay informed about market trends, strategies, and unique selling points. It enables your team to adapt and improve their approach to win more deals. Source
Guest speakers, whether internal or external, provide fresh perspectives, share expertise, and foster cross-functional collaboration. This can lead to new ideas and improved team performance. Source
A pitch round table is a dedicated time for team members to practice and refine their sales pitches, receive feedback, and share ideas for improvement. This helps standardize messaging and boosts team confidence. Source
Assign clear owners and deadlines for each action item, and use a tool like Spinach AI to automatically track and remind participants of their commitments. This ensures follow-through and progress. Source
Spinach AI automates note-taking, action item tracking, and meeting summaries, saving time and reducing administrative burden. It ensures all participants have access to accurate records and follow-ups. Source
Spinach AI provides automated note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. These features help sales teams stay organized and productive. Source
Yes, Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, ensuring smooth collaboration and workflow automation. Source
Yes, Spinach AI captures meeting notes, action items, and outcomes automatically, allowing users to focus on discussions without manual note-taking. Source
Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript and summary generation. Source
Spinach AI automates repetitive tasks such as generating sprint plans, PRDs, and managing tickets, freeing up time for sales teams to focus on selling and strategic activities. Source
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. It uses TLS and AES-256 encryption, and offers features like SAML SSO, SCIM, admin controls, and custom data retention policies. Source
Spinach AI uses industry-standard encryption (TLS and AES-256), does not use customer data for training, and provides robust admin controls and custom data retention policies. For more details, contact [email protected]. Source
Spinach AI is designed for product managers, sales teams, engineering teams, project managers, marketing, HR, recruiting, customer success, and finance teams. It supports any team looking to automate meetings, improve collaboration, and reduce administrative work. Source
Spinach AI addresses note-taking during meetings, streamlines administrative tasks, improves workflow efficiency, uncovers insights from user feedback, enhances collaboration, and provides customizable solutions for sales-specific needs. Source
Spinach AI automatically documents meeting notes and action items, sends them to all participants, and tracks follow-ups, ensuring nothing falls through the cracks. Source
Customers report increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, and improved customer engagement. Spinach AI automates routine tasks, freeing up time for strategic work. Source
Yes. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing to take notes, and Sergio (AlfaDocs) leverages it for brainstorming and follow-ups. More testimonials are available on the Spinach AI testimonials page.
Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies and testimonials highlight its versatility across sectors. Source
Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Source
Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Careviso) calls it "so natural and easy to use," and Belén Medina (Do It Consulting Group) says it has improved team communication. Source
Spinach AI stands out for its tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations, and customizable solutions. Customers like Jason Oliver (Product Director) highlight its unmatched specificity for their processes. Source
Spinach AI offers role-specific features, automates administrative tasks, provides actionable AI insights, and integrates with popular tools. Its focus on customization and productivity makes it a preferred choice for teams seeking more than generic meeting tools. Source
Spinach AI provides sales-specific features like CRM integration, automated note-taking, and buyer insights, enabling sales professionals to focus on closing deals without administrative distractions. Source
Spinach AI offers tailored solutions for sales, product management, engineering, customer success, HR, and finance teams. Each persona benefits from features designed to address their unique workflow challenges. Source
Spinach AI is cloud-based and requires only a web browser. Users can sign up with Google or Microsoft accounts and connect their calendars for instant access. No complex IT setup is needed. Source
Yes, premium users have access to an onboarding program to ensure a smooth transition and help teams fully utilize Spinach AI's features. Source
Spinach AI offers custom data retention policies, does not use customer data for training, and provides admin controls for privacy management. Source
You can request access to the SOC 2 Type 2 report by contacting [email protected]. Source
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
Have a productive sales team meeting by adding these items to your weekly team meeting.
Nicole Kahansky
How many times do you think reps have sat in a sales meeting thinking it should have been an email? I’m guessing more than once.
Team meetings are the most common meeting in everyone’s calendar. But, research found that, in many cases, managers overestimate their ability to run effective team meetings. The study showed that:
In other words, leaders consistently rate their own meetings more favorably when they’re the ones running the show.
As a sales leader, it’s critical that you’re using the time allotted for your team meeting effectively. Otherwise, you’re just taking precious selling time away.
To ensure you’re making the most productive use of your team meetings, let’s look at what a successful sales meeting agenda looks like.
In this article, we’ll walk through:
Without preparation, your team meetings will fall flat. But, with jam-packed schedules, it isn’t easy to find the time to dedicate to prep each week. Instead, get clear on the purpose of the meeting, when you’ll meet and what you’ll discuss. Everything else will flow naturally. Here are some best practices for setting up your weekly sales meetings.
First off, think about when in the week is the best time for your team member to meet. We recommend you conduct your sales team meetings on Mondays.
It’s ideal for your sales team meeting to occur at the beginning of the week. That way, the whole team can get on the same page about current sales data, strategies and goals. You can tackle the week ahead with confidence.
Why do you meet every week? This is important for you, as a leader, and your whole team to understand. Add the purpose of your team meeting to the top of the weekly agenda to remind you to stay on track each week.
Here’s an example of a purpose statement:
“The purpose of this meeting is to re-align as a team, uncover roadblocks, share updates (internal and external) and understand priorities for the week ahead.”
Part of defining the purpose of the meeting is creating an agenda. There’s a lot to cover in a team meeting — a time when you have all your sales reps, sales managers and entire team in the same “room”. So, having a standing agenda will help stay focused, while also making sure nothing gets neglected.
Finding the best way to stay organized and productive is a constant battle. How do you ensure that these recurring discussions aren’t a waste of time? With quarterly sales goals, weekly targets, daily tasks and endless meetings, it can be a daunting task to ensure everyone’s held accountable for what was discussed in team meetings. And, that team meetings are working towards your bigger picture goals.
When everything’s in one, accessible place, it’s easy to keep track of discussions, decisions, and what needs to get done. Whether you’re using Google Docs, a notebook, or Spinach AI’s meeting software — find a tool that allows you to streamline your meetings with the rest of your workflow.
Try covering these topics in your next weekly meeting with your sales team:
This might sound like a cheesy idea, but trust us, it works! It doesn’t need to be cliche or time-consuming. Even a quick icebreaker at the top of your meeting can help ease people in and, in the long run, strengthen team relationships.
Every meeting, add a new ice breaker question to your agenda leading up to the meeting. This will give everyone a chance to think over their answer and come ready to open up to the team. At the start of the meeting, spend a couple of minutes going around the room and have each person share their answer.
Some great icebreaker questions you can ask include:
Always start with a positive in meetings. It’s a rule we live by here at Spinach AI, and it truly makes every meeting far more productive.
Not only will it get people talking, but it’ll actively engage your team over time. In fact, in Bonusly’s 2019 Employee Engagement and Modern Workplace Report: 84% of highly engaged employees were recognized the last time they went above and beyond, compared to only 25% of highly disengaged employees.
Have your sales team share a recent triumph at the top of the discussion. Think along the lines of closing a big deal, big insights, percentage towards target or similar.
Go around your table and get a pulse check on where each sales team member’s pipe sits and current metrics. This will give you an opportunity to identify individually and collectively as a team where you need to jump in and support. It’ll also give you the information you need to prioritize your and your team’s activities for the week.
Starting with pipeline updates and metrics is a natural segue into where there might be roadblocks or hurdles.
In this section, you’ll want to answer questions like: Is your team being held up by you or other departments? In the coming weeks, what might get in the way of hitting your targets?
Think beyond just internal business hurdles. Are people out of the office that week? Travel plans or holidays on the calendar?
Your sales team is the front line when it comes to receiving feedback on the business. Make hearing this feedback a priority in every sales team meeting agenda. Ask what feedback your team is hearing on the company, their pitches, the business and more. Make sure you document this!
"Your sales teams have first-hand access to how your brand, business and product are received by the marketplace. As a leader, it's your job to figure out the best way to harvest and share that information." Share on XFor sales teams, keeping an eye on the pulse of the competition is a huge opportunity to grow, learn and carve your place in a market. Have your team come to each meeting with something they’ve learned or spotted competitors doing. If you have the time, do a deep dive into one of your competitors every team meeting. Take a look at their business strategy, USPs and pricing.
Now that you have the whole team together, it’s a great time to bring in a guest. Your guest speaker can be someone internal who wants time in front of the team. Or, invite an external guest who your team can learn from.
Some examples of a guest speaker from within your organization could include: A marketing leader who wants to talk about how the teams can work together on a new marketing campaign. Or, a product manager who’s looking for feedback.
Part of your job as a leader is providing your team with opportunities to learn, while also protecting their time for selling activities. Bringing in a guest speaker each week is a great opportunity to expand your team’s knowledge and provide other parts of the organization a chance to speak to the sales team.
Reserve 10 minutes of your meeting for either one person to present their 10-minute sales pitch or for the entire team to each share their 60-second pitch.
Next, go around the room and collect feedback and ideas for attaining new customers. Are there inconsistencies in pitches? Could some of the closing pitch phrases be more actionable? Here’s your opportunity to refine, lead and refine again.
Every sales meeting agenda will be different depending on size, structure and industry, but we’ve found that sales meetings that address the questions above result in uber-productive meetings. And who doesn’t want that?
Documenting your meeting might feel like a hassle as you’re doing it, but it will save you time and headaches in the future. If you’re not sure what you should be included in your meeting minutes, let’s walk through a few things you absolutely need to write down during and after every meeting:
Once everything has been documented, be sure to make the meeting notes accessible for everyone in the meeting both short term and long term. That way, if anyone ever needs to go back and revisit why certain decisions were made, all they have to do is read through the meeting minutes (instead of setting up a meeting to re-discuss the same problem).
👉 Pro tip: Use Spinach AI to document meeting notes, so all your notes and action items are automatically sent to all participants.
Now that you've read this article, here are some things you should do:
helps managers run better
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, faster.