Sales Meetings Agenda – Do Digital Agency | Image, Motion & Interactive 3D Content

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Welcome & Catch-Up

Welcome
Previous Minutes overview and tasks follow up.

Sales Reporting

Won (Closed in Pipedrive)
Noteworthy Won
Lost (Lost In Pipedrive)
Noteworthy, Lost (Chat, Strategy)
Opened (New Inquiries)
Opened By Stage/Values (live and won inquiries)
Opened Sticky Deals (Chat,
Strategy) (Win Rooms)
E,IW,W+

Lapsed Customer

New Lapsed Customer
Lapsed Customer Activities

Service Develop, Retain (SDR)

Feedback
Activities
Outcomes
ongoing tasks

Monthly

Open Average Deal Value
Open Deals By Service
Open Deals By Sector
Open Deals Aqusition
AM Target Tracking
Other

General Feedback

Other

Events/Meetings
Requests
Holidays
Sales Training, Product Values
Product updates
Terminology Alignment and key.

Agreed Tasks

AM Tasks, Minutes Document

Closing

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