How to Create a Weekly SaaS Sales Team Meeting Agenda That Drives Actual Results

Do you have your dream sales team yet?

A team of high-converting closers who effortlessly book new accounts and funnel cash into your pockets until your revenue-pants are splitting at the seams?


Neither did I.

I thought you could throw money (aka: investment capital) at business problems to solve them. Just hire a sales team and let the money roll in.

Turns out, it doesn’t work that way… (and I was a fool in my 20s.)

You need a structured weekly sales team meeting to create the 3 Big R’s:

  1. Rhythm
  2. Routine
  3. Revenue

Once I figured that out, I got obsessed with tightening the bolts on my sales team machine until I had a competitive edge and could repeatedly win clients with confidence.

Now all of my sales teams are well-oiled machines… and I teach this one weekly 8-point agenda you can follow for one simple reason:

I know it works.

Fast forward to today and I’ve managed millions of dollars in pipeline and coached 100+ SaaS founders to build out their sales teams.

One of my largest clients has 150 sales people, and they use this exact weekly agenda structure I’m going to talk you through in this week’s video. Check it out!

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This is what I have in store for you today. I’m going to show you:

  • How to create sales momentum
  • My recommended sales metrics tools
  • Why world class salesmanship doesn’t matter (Wh-whaaat?)
  • Why YOU are the x-factor in your team
  • The value of a CSM at your sales meetings
  • Why jealousy can destroy your company
  • How to build a culture around training

If you can commit to one weekly meeting that follows this structure, your sales team will be closing more deals before the year is out.

One meeting.

… that follow this specific 8 point-agenda.

Look, I know that in the face of big numbers (millions, you say?!) it’s easy to think: “This meeting agenda is for big teams — it won’t work for me”.


If I started from scratch today — with a team of only 1 sales person — I’d still schedule this meeting.

I see it as hitting the gym. No matter how small you are, you don’t get big without doing your reps.

Hit that play button, soak up the agenda structure, and drop a comment to let me know if you’ll apply it to your next meeting.


P.S. Prefer audio? Subscribe to the SaaS Growth Stacking Show directly on Apple Podcasts or Spotify and make sure to leave a rating and review if you find the show helpful.

Dan Martell has advised more startups than his hometown has people and teaches startup founders like you how to scale. (Get access to all my latest business hacks.) He previously created, raised venture funding for and successfully exited three tech companies: Spheric, Flowtown and You should follow him on twitter @danmartell for tweets that are actually awesome.

Originally published at on August 10, 2020.




I coach ambitious software founders | Award-winning angel investor / 5x founder with 3x exits | Speaker | Proud Father.

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Dan Martell

Dan Martell

I coach ambitious software founders | Award-winning angel investor / 5x founder with 3x exits | Speaker | Proud Father.

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