Category: Template

🧠 Sales Team Weekly Check-In Template

Capture what the CRM misses — the real stuff that drives deals. Designed for async updates in Synaply. Feel free to copy these guidelines into the template feature in Synaply! Use it to surface what’s working, where reps are getting creative, and how they’re adapting in the field. 🟢 WINS What were your biggest wins this week?• Moved deals forward• Nailed a new angle• Helped a teammate close(Example: “Got buy-in from procurement after looping in a sustainability champion. Huge turn.”) 🎯 FOCUS FOR NEXT WEEK 📈 DEALS TO WATCH What deals are heating up or at risk?• Share quick context + next step• Flag potential blockers or tailwinds(Example: “Revco is pushing timeline up. They want to pilot in Q2 now. Looping in CS early.”) 🔥 WHAT’S WORKING What playbook moves, messaging, or creative tactics are landing right now?• Talk tracks• Value props• Collateral you’re leaning on(Example: “Opening with timeline and back-planning is working better than ROI talk right now.”) 🚧 CHALLENGES OR RISKS What’s not working? Where are things stalling or uncertain?• Share friction in deals• Internal gaps or customer signals(Example: “Pushback on pricing is consistent in retail accounts. Might need a tailored bundle.”) 📣 CUSTOMER INSIGHTS What are you hearing that could shape messaging, product, or process?• Market feedback• Competitor moves• Buyer language(Example: “3 out of 5 prospects last week mentioned AI features as ‘overhyped’ — might want to reframe positioning.”) 💡 STRATEGIES OR EXPERIMENTS What are you trying out in the field?• Personal approaches• Outreach tweaks• Messaging tests(Example: “Running a subject line A/B with urgency framing vs. social proof. So far, social proof is 1.7x higher open rate.”)