Sales Meeting Agenda

**Date:** October 20, 2024

**Time:** 4:00 PM

**Duration:** 2 hours

**Meeting Objective:** Align the sales team on current performance, pipeline priorities, and strategies to close Q4 deals.

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**Agenda:**

**Welcome and Agenda Overview (5 minutes)**

Good evening! In today’s meeting we will focus on how we are doing on our Q4 targets and identify challenges and opportunities that we can work on.

**Sales Performance Review (15 minutes)**

- **Team Performance:** Hit 60% of our monthly goal. Congrats to Simone for closing the MacroSoft deal!
- **Areas of Improvement:** We need to increase campaigns in the education sector by 3X — current trajectory will miss the target by 65%.

**Pipeline Review (20 minutes)**

- **Top Deals:** Greg, how is the NBC Corp deal progressing? Is there a need for additional resources? And if yes, what resources?
- **At-Risk Deals:** The Happiness Co. deal has stalled. What can we do to get that going again?

**Challenges and Obstacles (10 minutes)**

- Are there any threats from the competition? Has the Disney Merge changed our relationship with their subsidiaries.

**New Leads and Opportunities (10 minutes)**

- We have received fifteen new hot leads from the recent conference. Simone, you should follow-up with them and take it forward.
- Let us look at ways in which Disney’s acquisition of Marvel might affect our business with them.

**Sales Strategies and Best Practices (15 minutes)**

- Have we considered the personalized video demos strategy for mid-market clients? Let us brainstorm on how we can implement this or at least run a pilot to streamline a process.
- The market is drastically shifting towards digital cloning services. How can we position our product as a potential solution to prospective customers.

**Next Steps and Action Items (5 minutes)**

- Greg will follow up on the NBC Corp deal by EOD and report to Simone about the status.
- Ramp up campaigns in the education sector by 3X.
- Simone will start outreach to the warm leads from the conference.
- We will review progress by EOW.

**Closing Remarks and Motivation (5 minutes)**

- Great work, people! Remember, every outreach brings us closer to our quarterly goals. So let’s keep the momentum going and crush this!