Sales Meeting / Training

Pick the right topic, run the meeting

Your team's self-eval, your real numbers, or your own gut — pick one, and get the full package: meeting plan at three lengths, a printable handout, role-play cards, talking points, and a follow-through line. Reps fill out the self-eval on their own phone at /managers/sales-meeting/self-eval/, gated by their own access code.

Topic selection — three ways

Your team's self-eval says one thing. Your numbers might say another. Pick whichever makes sense, or override it below.

Or pick any topic directly

Or check one salesperson's numbers (no self-eval needed)

Team heat map

Category score per rep, most recent submission. Red = weakest, green = strongest. A purple badge means that rep self-rates high overall (≥4.5 average) — worth checking against their actual numbers.

Confidence gaps & individuals to work with 1-on-1

A confidence gap is a category where reps are split (some high, some low) — a pairing/mentoring topic, not a whole-meeting one. An individual flag is a rep sitting 1.5+ points below the team average in one category.

Open-ended comments

Tag each comment to the category it's really about — ties in the topic pick are broken by which category shows up most here.

Key in a paper form

For self-evals collected on paper. Pick an existing rep to merge with their app data, or type a name for a rep with no access code.

Existing rep

Or type a name (no access code)

Date

The part of the sale they'd most like help with

One thing the store could do to help them sell more

Meeting log

Past meetings, most recent first.

Use only where consistent with your dealership's policies and applicable law.

Owner only