Template for a Sales and Marketing Meeting 🗣 Icebreaker 📰 News and updates 🔑 Key dates to keep in mind 📈 Performance to SLAs 🎤 Highlight: Share key snippets of a recorded customer call 🏆 Feedback: Which campaigns are driving the best leads? 💬 Feedback: What are prospects saying we should focus on more? 📚 Feedback: Which materials would you like to see more of? Agenda Feb 24 at 9am DESCRIPTION Sort by Priority 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. Scratchpad Insights Past meetings Agenda 2 Members 🤩 Sales and Marketing Meeting
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Sales and Marketing Meeting Template

Align your sales and marketing teams with this agenda template.

Use this template for freePreview

4.6/5 on Capterra

Team Meeting
Bi-Weekly
1 Hour

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.

Sales and Marketing Meeting Template
Use this template for free

Meeting Rating

Encourage team members to rate each meeting after it's finished so you can see how your meetings are trending over time. This is the Meeting Rating question and the pre-defined responses. To change the Meeting Rating question go to your meeting's settings page.

Question

How would you rate this meeting?

Responses

😄Excellent

🙂Good

😐Needs improvement

Next Steps Tracker

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.

AI-powered Meeting Insights

Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!

Suggested Questions

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.

Group software that makes life easier

Have an amazing sales and marketing meeting in SoapBox: a central place for all your team meetings and one-on-ones.

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Save time

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.

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Boost your productivity

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.

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Have better conversations

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.

Ready to revolutionize your sales and marketing meeting?

Use this template for free