About this template
For sales and marketing teams to truly succeed, they need to work well cross-functionally. Improve your sales and marketing meeting with this agenda template.
Align your sales and marketing teams with this agenda template.
Use this template for free4.7/5 on Capterra
For sales and marketing teams to truly succeed, they need to work well cross-functionally. Improve your sales and marketing meeting with this agenda template.
Drive accountability across your entire team with a built in next steps tracker. Next steps are documented during the meeting, sent out after, and followed up on automatically. Finally, meeting follow-up you don't have to chase.
Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!
SoapBox will serve up battle-tested and recommended questions/icebreakers to help prompt productive conversations with your team. Quick-add questions to your next meeting agenda and start your next meeting off right.
In many organizations sales and marketing teams clash because in a way, they’re pitted against each other. “Give us more leads” vs. “The leads are qualified, sell better.” Sound familiar?
That’s why it’s so important for sales and marketing teams to be aligned. That’s what this meeting is for: Continuously iterating on your service level agreement (SLA), discussing new insights from marketing campaigns or sales calls, and learning about what’s working (and double down on it) versus what’s not.
It may seem silly to start every meeting with an icebreaker, but doing this will help build better connections and relationships across both teams. By starting every meeting with an icebreaker, your team members will get to know each other as people first, employees second. This can help people feel more comfortable sharing ideas, which will also encourage collaboration.
Use this time to share any major news or updates with the team. This can include things like sponsoring a conference, a big upcoming opportunity that will require all hands on deck, or to share when people will be out of the office (vacations, leave, etc).
Every week, use this agenda item to remind both teams of any major dates to keep top of mind. This includes:
SLAs are common among sales and marketing teams. It's a contract that holds each team accountable to specific metrics and agreed-upon expectations that align with the team's goals (usually revenue).
Use this time to review your SLAs and how each team is tracking against them. If there are any issues, discuss why and how to improve by the next meeting.
Every meeting, devote one sales rep to share a snippet of a customer call worth sharing with the marketing team. Here are a few examples of snippets to share:
Whether it was a specific webinar, an ABM strategy, or a new eBook, use this time to have the sales team share what campaign drove the best, most-qualified leads. Consistently talking about what’s working and what isn’t will allow the marketing team to better understand what campaigns and channels to focus more on (and what to drop).
Are there any features or services that prospects rave about? Are prospects asking for information that’s targeted to a specific decision maker (I.e. VP, Finance)? As sales reps have more cold calls and demos they should continue to document what prospects are asking for to help marketing create more targeted pitch decks, sales enablement materials, content, and more.
These meetings offer a great opportunity for the sales team to share with marketing what kind of content they’re lacking. When marketing has a better understanding of what sales needs, they can hyper-focus on prioritize their content calendar. Having these conversations also ensure that the sales team is made aware of all of the content available to them, giving them everything they need to close more deals.
Have an amazing sales and marketing meeting in SoapBox: a central place for all your team meetings and one-on-ones.
Our meeting management tools make it easy to prep for your sales and marketing meeting quickly and easily. Keep your group as efficient as possible with our shared agendas and integrated meeting minutes.
Never lose track of a follow-up item again: our summary feature and action item tracker makes it easy to track decisions and next steps, right in your sales and marketing meeting agenda.
Meaningful conversations happen when everyone in your group is prepared. Use our suggested items and agenda templates to get the conversation flowing in your sales and marketing meeting.