Typically, the most common interactions are monthly or weekly 1-on-1s, kickoffs for sales meetings that take place every week and quarterly performance reviews. However, I believe that the best meeting you can have with your team is a huddle or most commonly known as daily sales meeting.

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  • A company in the Financial Services or Banking industry
  • Who have more than 10 employees
  • That spend money on Adwords
  • Who use Hubspot
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  • With the role of HR Manager
  • That has only been in this role for less than 1 year
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What is a Daily Sales Meeting

The daily sales huddle is a mandatory meeting that should be held every day with the entire team. This type of meeting can achieve four primary goals: 1) Reviewing and analyzing what has been accomplished since yesterday’s huddle, 2) Setting priorities for today, 3) Brainstorming on new ways to approach potential customers or accounts where you’ve met resistance in the past, and finally; 4 ) Sharing successes from any one individual who might have had an especially good morning day.

  • Communicate business updates on your daily sales meeting agenda
  • Reinforce training
  • To keep track of what is going on, it’s important to assign responsibility for specific tasks.
  • Motivate the team to succeed and let them bring out good business huddle ideas

Daily sales huddles are best for teams that have activity metrics, such as dials sent or emails sent. This could include BDRSDR team members, full-cycle transactional salespeople who need to generate their own leads and close deals on a day-to-day basis or corporate account executives trying to develop the relationships with new prospects.

Who Should Run the Daily Huddle Meeting?

I recommend that a team lead, Manager or Director should be the one to take charge of huddle meetings. It can be difficult for an executive level person to do this every day but theres nothing wrong with them hosting occasionally if they are unavailable.

When Is the Proper Time To Run A Daily Sales Huddle Up Meeting?

I think its best to have a morning meeting with your sales team. Why? This will help motivate the group and set them up for success during their workday, plus you can get an early start on any deals that come in before lunch.

The meeting starts at 9:00 AM sharp, and nobody is allowed to enter the room after that time. We are too focused on our topic of discussion for distractions like people coming in late.

Ive found that the daily sales huddle is a fantastic way to ensure people show up on time. In addition, it promotes team cohesiveness and personal accountability.

If you have meetings later in the day, there are a few problems that might arise.

  • The people at the meeting were doing work because they weren’t motivated enough to start something new.
  • The progress made during meetings is so small that it barely has any effect on the rest of the day.
  • The morning after a late night discussion, it may be forgotten as the day’s work begins.

How Long Should Effective Huddles Meetings Be?

I have found that 30 minutes is the perfect amount of time for a stand-up meeting. It provides enough space to cover my “I Earn Real Money” agenda, which I will detail later.

If you are conducting stand-up meetings, don’t let them go longer than 15 minutes. When they do this it shows that the leader is not credible and reps will lose respect for your meeting if you overstay.

Where Should the Daily Sales Meeting Take Place?

Some people hold stand-up meetings where everyone stands up and it can be quite disruptive. I recommend against this type of meeting if possible.

When people are allowed to speak openly, it makes for a better meeting because the leader can share information without fear of reprisal. It also encourages members to contribute more.

I have a conference room booked out on a recurring basis that is large enough to hold my entire team. I also send out an invite every time we book the space so they dont schedule any sales calls during our meeting.

What is The Ideal Daily Sales Meeting Agenda?

The mornings are my favorite time of day because I get to use the extra hour or two to prep for tomorrows meeting. If youre not a morning person, save some time at night and in the early evening so that you can prepare before going home.

Preparing for a meeting can be the difference between success and failure.

I use a Google slides template to make my presentation. I update the deck every morning and cast it on our screen during meetings for everyone in attendance.

I find that the most important parts of a presentation are: information, education, recognition and motivation.

Good Team Huddle Topic 1: Information

The information slide is where Ill circulate any updates that the reps need to be aware of. This might include:

  • By making the customers believe that they are running out of time to buy, it becomes easier for them to make a purchase decision.
  • One of the most effective ways to stay on top of deadlines is by setting due-date reminders.
  • There are many ways to encourage employees. I now realize that high base pay and lucrative commissions is not enough motivation for them.
  • Technology stack changes
  • Welcoming new team members
  • Upcoming company holidays
  • Whos on vacation
  • HR policy updates
  • Once a year, I will take my employees out to dinner or buy them something small as an anniversary gift.

I went over these items with the team at our huddle last week:

In a daily sales meeting, I usually have three to five bullet points for information. Occasionally, in order to help the team get closer and feel more at ease with each other, well do an icebreaker or similar activity.

Agenda Item 2: Education

In the education portion of our meetings, I typically focus on coaching to sales or systems processes. We are usually limited by time and will only cover one topic at a time.

An example of this is from a recent meeting:

  • I would pull recordings of sales calls and watch the intro, close or other parts to see what was working.
  • Reviewing best practices for CRM or sales enablement tools
  • Live role-plays
  • When you’re emailing people, it’s important to write a great introduction that hooks them and makes them want to read more.
  • Not following up with potential clients
  • In order to maximize LinkedIn as a sales tool, it is important that you have your profile up-to-date with the right information. This includes including photos and videos of yourself.
  • How to spot a great account

The educational slide is a great way to make sure that your salespeople are on the same page. I might even go as far as giving them one topic for an entire week, just switching up how it’s taught each day.

Good Team Huddle Topic 3: Recognition

The time is just about up, so it’s a good idea to thank those who have been performing well and encourage them to keep it up.

For my business development team, they are rewarded for being active.

I also want to mention that I use a Google Sheet as my recognition slide. Its simple and takes screenshots from Salesforce, but you can find any reporting tool or even show an interactive dashboard on your screen.

I keep track of my BDRs by highlighting them in green if they hit their numbers the previous day and red for those who missed.

Heres what it looks like:

When you see your name in green, it means that you are doing a good job. It is embarrassing to have an orange or red box on the screen because this indicates low activity and negative feedback from customers.

In order to recognize my employees, I always try and go the extra mile. This includes making sure that they know when their hard work has been noticed by me with a verbal compliment or email acknowledgement.

I want to give a special shout out to Sarah for having over 100 dials yesterday, crushing the phones and booking two demos. Lets give a quick round of applause to Sarah, great job!

When you see someone who is not meeting their quota, it should be addressed openly. If everyone can see that there’s a problem and still has the ability to fix it, then they will feel more motivated because no one wants to lose out on an opportunity.

Good Team Huddle Topic 4: Motivation

Every time I come across a motivational quote or meme on the internet, I save it in my desktop folder. When it’s time for me to create my next meeting slide with some inspirational content, I choose one of these images that corresponds to what we’re discussing.

Every day, I select a different quote and have one of my sales reps read it aloud. Afterwards, we discuss what the quote means to us and why that particular passage was chosen for today.

Recently, I came across a blog post that starts the day off on a good note. Its nothing fancy but it helps to start your morning with positivity and gratitude.

I always look for inspiration from other people, places and things. I share it with my team because sometimes they need a little bit of encouragement.

Its important to have a good team meeting, so I try not to skip the part where we think about what our goals are and why they matter.

Ending The Daily Huddle Meeting

I always try to leave meetings with at least two or three minutes left. This is because I’ll ask the room what they learned from the meeting, something that excited them about it, and anything else that resonated with them in some way.

If Im managing a remote team, we keep the meeting short and sweet. We’ll ask for feedback on what they learned from our last conversation or how to handle an upcoming challenge before signing off.

At the end of in-person meetings, I like to do a chant. Chants can be done on any topic and they always rhyme.

One time, I even brought a speaker in to teach my salespeople how to overcome objections. The response was very enthusiastic as we chanted Dont bail! Make the sale!” three times and then ended with our company cheer.

I like to end my daily sales meetings with a chant because it energizes the team and helps them focus on closing more deals.

My salespeople like to make a lot of noise in the morning, and it is starting to get on my nerves.

Embracing The Daily Sales Huddle

In the past, when Ive shared this format with others they have doubted that there would be enough content for a daily meeting. The habit of collecting notes on priority each morning is something you need to build up over time. This will give you more information to share in your meetings.

Even if you can only come up with one or two new items each day, your meeting will not be dull. Ask the group for updates on bullets from previous meetings and reiterate important points.

A sales team is essential to the success of a salesman. The daily huddle gives them an opportunity to come together as one, and be constructive in their environment; they will learn from each other and hold themselves accountable.

Need Help Automating Your Sales Prospecting Process?

LeadFuze gives you all the data you need to find ideal leads, including full contact information.

Go through a variety of filters to zero in on the leads you want to reach. This is crazy specific, but you could find all the people that match the following: 

  • A company in the Financial Services or Banking industry
  • Who have more than 10 employees
  • That spend money on Adwords
  • Who use Hubspot
  • Who currently have job openings for marketing help
  • With the role of HR Manager
  • That has only been in this role for less than 1 year
Just to give you an idea. 😀
Editors Note:

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Justin McGill
About Author: Justin McGill
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