Sales Account Strategy Meeting Minutes
Company: | [your company name] |
Location: | [your company address] |
Time: | 10:00 AM - 11:30 AM |
Date: | April 20, 2050 |
Prepared by: | [your name] |
Attendees:
Alex Rivera (Sales Manager)
Michelle Zhang (Account Executive)
Samir Patel (Sales Analyst)
Nora Khalid (Customer Success Manager)
Absent:
Theo Costa (Product Manager)
Agenda:
Review of last meeting’s action items
Discussion on account progress for Q2
Strategic adjustments for underperforming accounts
New opportunities and leads
Action items and assignments
Closing remarks
1. Review of Last Meeting’s Action Items
Previous Minutes Approval: Minutes from the meeting held on March 20, 2050, were approved unanimously.
2. Discussion on Account Progress for Q2
Account | Q1 Revenue | Q2 Target | Current Q2 Progress | Notes |
|---|
Acme Corp. | $500,000 | $550,000 | $300,000 | On track, positive feedback on new product features |
Orion Solutions | $350,000 | $400,000 | $200,000 | Needs attention, see action items |
Highlights: Michelle Zhang reported a 20% increase in engagement with Acme Corp. following the integration of new product features.
Challenges: Orion Solutions has shown a slower uptake than expected. The team discussed potential strategy shifts.
3. Strategic Adjustments for Underperforming Accounts
4. New Opportunities and Leads
5. Action Items and Assignments
Task | Responsible | Deadline |
|---|
Organize webinar for Orion | Nora Khalid & Theo Costa | May 5, 2050 |
Bi-weekly review with Orion | Michelle Zhang | Ongoing |
Engage new healthcare leads | Samir Patel | April 30, 2050 |
6. Closing Remarks
Alex Rivera emphasized the importance of meeting the quarter’s targets and maintaining momentum with new leads.
Minutes Approved by: Alex Rivera
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