Sales · Weekly meet

Week of Jul 6 – 12, 2026

Sales TM meet
Monday
at 10:00
Checklist (daily)
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Pre-meet tasks
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Sheets & tools

Direct links to the SPT, Sales PAD, EM Performance, Call Analysis, Neodove, Lead Pipeline and CRMS.

Progress notes

How to improve KPIs, plus per-lead and per-client updates discussed in this week's meet.

Notes captured this week
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Use the meet to discuss how to improve each KPI, walk through the leads pipeline, and review repeat-business clients.