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HTML Preview Sales Planning Meeting Agenda page number 1.
1
<Company> Weekl
y Sales Team M
eeting
Agenda
Sales Results ~ actual
vs last ye
ar vs plan
Current month
YTD
By category
By customer
Opportunities
New Business Targ
ets
Last week
This week
Next week
Following three w
eeks
Key Initiatives F
or Next Three Months
Upcoming Marketing
Activity
Newsletter
Other
Sales Activity
Last week results:
actual vs plan
Explain any variance
This week plan
Networking
Last week results
New connections
met
Added to email blast
?
This week’s meetings
Next week and be
yond
Sales Training
Role playing
Successes
New clients
New business at curr
ent clients
Next Meeting: _
_________
___________
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