💲

Weekly Sales Meeting

This workflow example helps keep your sales activities on track.

1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations
4) Schedule it

Visit our Knowledge Base for guidance https://www.process.st/help/

Meeting Details

✅ Deals Won

❌ Deals Lost

MTD/YTD Revenue Closed

Remaining Revenue to Close This Month

Best Case Opps to Close This Month

Approval (VP of Sales)

Send Meeting Notes to Slack

Meeting Details

💡 This is a task, one of the actionable steps in your workflow.

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️

Attendees

1

CEO (Optional)
2

VP of Sales
3

VP of Customer Success
4

Senior Sales Exec
5

Sales Exec1
6

Sales Exec2
7

Sales Exec3
8

Account Exec1
9

Account Exec2
10

Account Exec3
11

Rev Ops1
12

Rev Ops2
13

Rev Ops3

Meeting Date

Team member managing this meeting's tasks

VP of Sales

✅ Deals Won

💡 Replace the names in the form fields below with the names of your sales team members.

Sales Exec 1 (deals won)

Sales Exec 2 (deals won)

Sales Exec 3 (deals won)

AE 1 (deals won)

AE 2 (deals won)

AE 3 (deals won)

❌ Deals Lost

Sales Exec 1 (deals lost)

Sales Exec 2 (deals lost)

Sales Exec 3 (deals lost)

AE 1 (deals lost)

AE 2 (deals lost)

AE 3 (deals lost)

MTD/YTD Revenue Closed

Sales Exec 1 (MTD/YTD rev closed)

Sales Exec 2 (MTD/YTD rev closed)

Sales Exec 3 (MTD/YTD rev closed)

AE 1 (MTD/YTD rev closed)

AE 2 (MTD/YTD rev closed)

AE 3 (MTD/YTD rev closed)

Remaining Revenue to Close This Month

Sales Exec 1 (opp name + amount to close)

Sales Exec 2 (opp name + amount to close)

Sales Exec 3 (opp name + amount to close)

AE 1 (opp name + amount to close)

AE 2 (opp name + amount to close)

AE 3 (opp name + amount to close)

Best Case Opps to Close This Month

These are deals you're trying to pull into this month, but there is no clear path to close at the moment.