Sales Stand-Up Meeting Template - Docket
Sales Meetings

Sales Stand-Up Meeting Template

Team alignment is best maintained with a daily touchpoint. Open clear channels of collaboration and transparency with your sales team with this free daily sales stand-up meeting to capture the process on key goals.

sales stand up meeting agenda template

Adopt agile strategies for sales alignment

Start your mornings with a quick note from each team member about pipeline, obstacles, and outstanding questions or issues to keep your sales team up-to-date on progress and changes.

Anticipate issues and celebrate more frequently

Connecting on a daily basis ensures information doesn't come as a surprise. Address data accuracy issues and provide qualitative feedback to leadership and stakeholders quickly.

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Sales Stand-Up Meeting

Meeting duration

15-20 minutes

Size

3-8 persons

Ceremony

Structured

Frequency

Daily

Rigor

Relaxed

Related Templates

Daily Stand Up Meetings for Sales Teams

Daily stand-up meetings have become popular in business over the years, typically in software teams. However, sales teams can benefit from a sales stand-up meeting as well. These meetings allow managers and team leaders to get current work status and often encourage employees to work harder when they hear other team members talk about their work and their progress.

Stand-up meetings are usually held daily (whence the name daily stand-up meetings); however, some organizations choose a weekly stand-up meeting over a daily one. Therefore, stand-up meetings should be scheduled at the same time daily or weekly, and everyone in the team should be invited.

Daily Sales Stand-up Meeting

So, what is a daily sales stand-up meeting, and why is it important? Daily stand-up meetings are also called “scrum meetings” and are agile meetings for sales. They last no longer than 15 minutes to a half-hour. For stand-up meeting best practices, set these meetings first thing in the morning in a conference room with all team members. The stand-up meeting should be agile, so it takes a little time out of the sales team’s productive day. Otherwise, management is preventing the sales team from doing the job they were hired to do. Scheduling the daily stand-up in the morning is critical because it not only sets the tone of the workday, but it also doesn’t interrupt important sales times when the clients and customers can be reached more readily.

Sales Stand-up Meeting Example

Sales stand-up meetings should have everyone in the team present. This doesn’t necessarily require a meeting invite; however, a quick email will suffice as a reminder. 

Here is a daily stand up meeting invite sample:

Don’t forget! We have an 8:30 am daily stand-up meeting in Conference Room 3. Please remember to bring your stats and any relevant information you might have. If you cannot attend this meeting for whatever reason, please let me know by 8:00 am.

The meeting begins at the time designated, sharp. Some managers do not allow team members to trickle in, preferring to keep the momentum going. It is up to the manager or team lead whether to permit stragglers or not. Depending on the format the manager or team lead chooses will depend on the participation of the group. In the traditional scrum, each team member says what they worked on the day before, what they’re working on now, and what impedes their progress. In a sales team, this can help identify when team members are having difficulty and when to help or allocate more resources to aid them. Because each team member gets to speak, the team lead or manager hears what is happening and why there is a problem. Conversely, they can also find out who is putting in stellar work and how they are accomplishing it.

A sales stand-up meeting example might go as follows:

Team lead: Martha

Team members: Bill, John, Tracie, and Anne.

Martha thanks everyone for coming to the daily stand-up, and asks each person the agile stand-up questions.

Bill: I made six phone calls to our former clients, and XYZ company was really enthusiastic about our new product. They want me to visit them for a full demonstration next Monday. Today, I’m planning on contacting IT and seeing if they can set up a quick demo on such short notice. That might be a real roadblock if we can’t get it done.

Martha: Good work, Bill. We could use XYZ as a customer again. Get in touch with Paul in IT and tell him this is a priority, because XYZ is a big player for us. Tracie, can you help Bill with arranging the demo?

Tracie: Sure, I’ve got to get back with Big Company about their warranty purchase, but that shouldn’t take up more than a couple of hours. Would 10 work for you, Bill?

Bill: Yes, it should.

Martha:John, what are you working on?

John: Making cold calls to potential clients in Asia. Still doing that today. The problem I’m having is the language barrier.

Martha: Let’s talk about that after the meeting, and we’ll see if we can figure out a way to improve communication…

Stand-up meetings should be short and to the point. Anything longer than a few minutes should have a different meeting scheduled.

Questions to Ask in a Sales Stand-up

At this point, team leaders may be wondering what questions to ask in a stand-up meeting and what to say at a daily stand-up. Taking a cue from the software stand-ups, team members are asked the following daily stand-up questions:

  • What did you accomplish yesterday?
  • What do you plan to do today?
  • What are the current roadblocks to your progress?

These questions are straightforward and to the point. Every day, the team member must come in knowing what to say in the stand-up meeting. 

This model may not work for some organizations. In this case, plan on providing something value-added to each team member. This may include the following questions as a daily stand up meeting template:

  • What were your sales stats yesterday?
  • Did you learn anything helpful you can share with the group?
  • Did a sale go particularly well or poorly?
  • How do you think you can improve your numbers?

Other organizations may have the manager or the team leader offer the following information in the form of this daily stand up meeting agenda example:

  • Sales stats.
  • Tips for more effective sales.
  • Shout-outs (praise for good work).
  • Motivational quote or other bits of positive, motivating information.

Team leaders and managers can modify the above questions for a weekly stand-up meeting template with ease.

Daily stand-up meetings can increase productivity and communication within the sales force. This is why most organizations need to conduct stand-up meetings daily.

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