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4 key meetings to run a successful sales development team
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4 key meetings to run a successful sales development team

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Weekly Regroup

An opportunity to come together as a team to discuss various topics, reflect on progress, and celebrate wins.

⛱️ Weekly Reflection

Add your reflection below. Take time to reach through your teammate’s reflections and share your support and suggestions.
Add Your Reflection
Check to show everyone's pulse check (
74
submitted. Average pulse check of
4.11
)
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🏎️ Hustle Dash

🚀 QTD Team Pipeline Generated: $

🏆 Q1 Pipe Gen Target: $

💰 QTD Pipe Gen Attainment: %

Activity
Rep
Count
Goal
💰 Quota Hitters
Buck Dubois
Lucy Ijatomi
📆 Leading in Meetings Held This Month
Joel Davis
☎️ Leading Qualification & Onboarding Calls This Month
Mary Jones
📫 Leading Messages This Month
Mary Jones
⭐ Leading in # of Opportunities Created This Month
Lola Tseudonym

🏆 SDR Qualified Closed/Won

Here’s where you can add a table or use the Salesforce pack to pull in a report directly from your CRM! The idea is to highlight which SDR qualified opportunities were closed/won in the last 7 days.

📝 Agenda Topics

What should we discuss today?

Select a meeting date, and add a topic to the agenda (one per row). Upvote other topics you’d like to discuss as a team. Click ‘Notes’ column to add comments or upload relevant images/screenshots.
Add Topic
Meeting date
Discussed
Topic to discuss
Vote
Notes
Author
Create Action Item

Action Items
0
Action
Owner
Due Date
Done
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👏 Kudos Board

Recognize someone who has made a notable achievement, exemplified team values, or invested time helping others succeed. Once you’ve written kudos for someone, share it out on Slack!
To connect your Slack account, click the Slack kudos button or click Explore in the top right, select Packs & Import, then select Slack from the list.

Your Slack channel to send messages:
#insert-slack-channel

Give Kudos
Kudos
Kudos To
Share Your Kudos
Author
1
I’ve received really great feedback from AEs on opportunities she has qualified for them! Keep up the great work!
Lucy Ijatomi
Share in Slack!
Carrie Running
2
Congrats on creating your first opportunity!
Joel Davis
Share in Slack!
Carrie Running
3
Getting her meeting booked for next Monday!
Mary Jones
Share in Slack!
Carrie Running
There are no rows in this table

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