Steering committee
Once a month: progress, decisions to take, risks and next steps.
Check-in: ProgressDecisions to takeRisksNext steps
Sales pipeline review
Every Monday, the sales team goes over deals won, pipeline moves, next steps and the deals at risk.
- Every week, 45 min
- 3 min to speak, each
Free. Your first meeting starts from this template, and everything stays editable.
Who it’s for
Sales teams, business developers and their managers who follow a pipeline week by week.
Why this format
- Wins are celebratedDeals won open each turn, and thanks show on every screen: the week starts on a good note.
- Deals at risk get helpDeals at risk are flagged early, so the team can suggest an angle or a contact.
- Next steps have an ownerEach next step becomes a follow-up action with an owner.
What everyone prepares
Before the meeting, each person fills in their check-in in a few minutes, from a computer or a phone. Here is one, as it looks in Ronde.
Deals won
- Brightline: 40 seats, yearly
Pipeline moves
- Northwind moved to proposal
- Two new demos booked
Next steps
- Send the Northwind proposal by Wednesday
Deals at risk
- Acme: decision pushed to Q1, our contact left
How a session runs
- IntroEveryone joins, in the room or on the call: the screen shows who is here and what is on the agenda.
- Round table3 min eachEach person in turn shares their check-in, with a timer; the others raise a hand, react or say thanks.
- Open topicsThe subjects raised along the way, with the decisions taken and the follow-up actions.
- Wrap-upThe minutes are ready: decisions, actions and their owners, everyone’s check-in.
Ready with this template
Each meeting turns modules on or off as it likes; these come switched on.
- Meeting usefulnessAt the wrap-up, everyone rates how useful the meeting was, from 1 to 5, anonymously; the average is tracked in the stats.
- Reactions and signalsEmoji reactions and signals (too long, louder…) flying across every screen.
- Raised hands and questionsRaise a hand or ask a question during a turn: a questions step follows that turn.
- KudosThank a teammate during the meeting; kudos show on every screen and in the minutes.
- TimeboxA topic of its own on the agenda, with its own duration and its notes in the minutes.
- Decision logEvery “Decision:” line of the notes, from every session, in one searchable list open to the whole team.
Tips to run it well
- Leave the detail in the CRM: the meeting is for what changed and where help is needed.
- Go over last week's next steps first: they show whether the pipeline really moved.
Similar templates
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