Sales team meeting prep

Template fields & prompts

Use this template in Sybill, or copy/paste it into a GPT.

Agenda

Summarize the planned purpose of this meeting, using the meeting invite, title, and any prep notes from emails or CRM.

Related Tasks

List outstanding tasks or action items from prior interactions with this account, pulling from CRM, past calls, and email threads.

Participants

List confirmed meeting attendees and their roles, pulling from the calendar invite, CRM, and prior emails.

Past interactions

Summarize the most recent interactions with this account — past calls, email threads, or Slack exchanges — and their outcomes.

Pipeline priorities

Summarize the top deals by stage and value that should be discussed in this meeting. Flag deals at risk and opportunities that need leadership support.

Performance trends

Compare recent performance against quota and pipeline goals. Highlight standout reps and underperforming areas.

Enablement gaps

Identify recurring themes where reps are struggling (objections, tools, messaging). Recommend topics for coaching or enablement.

Key wins & milestones

Highlight recent wins or milestones worth celebrating in the meeting (closed deals, new logos, major expansions).

Next step recs

Suggest the most impactful next steps for the team to align on, based on pipeline priorities, performance trends, and enablement gaps‍.

Preview

What this template output looks like in Sybill.

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