Atrium Best Practices: How to Use Atrium for Effective Weekly Team Meetings

Table of Contents

About Weekly Team Meetings

How to Use Atrium for Weekly Team Meetings

Proposed Agenda (with Examples) for Weekly Team Meetings

 

Atrium automates your sales managers with AI-driven rep coaching and accountability.

Using the automated sales management features alongside your regular sales meetings is essential to maximize Atrium's benefits.

Incorporating Atrium into your Weekly Sales Team Meetings ensures automated and streamlined sales performance management through AI-driven insights, recommendations, and actions for your entire team.

Weekly Sales Team meetings are crucial for maintaining alignment, fostering accountability, and driving continuous improvement in your sales organization.

Atrium's AI-driven insights can significantly enhance these meetings by providing data-backed coaching opportunities and performance tracking.

This support doc will help you leverage Atrium's features to conduct more effective Weekly Sales Team Meetings, focusing on Team Sales Coach, Goal Status (Progress), Goal History, and EnableAI in Atrium. 

 

About Weekly Team Meetings

Here's your Google Doc template for Weekly Sales Team Meetings.
*Make sure to "Make a Copy" for use within your org.

Importance

The point of this meeting is to provide proactive feedback on team performance, align on goals, and foster collaboration. It allows for open discussions on team-wide trends and challenges. This would be the format in which you also discuss team goals, celebrate successes, and address areas for improvement.

Attendees

• Sales Manager
• All Team Members
• Sales Operations Representative
  *Optional but recommended

Frequency

This meeting should happen weekly, typically at the beginning of the week on Mondays, to set the tone and priorities for the coming days.

 

How to Use Atrium for Weekly Team Meetings

Here's the video version of "How to Use Atrium for Weekly Team Meetings".

The entire agenda for this meeting should be filled out using Atrium!

You can use the Atrium app interface (vs an agenda in your meeting tracking software, a Google doc, etc.). Still, personally, we like to use a Google Doc to track historical agendas and ensure we're not having redundant conversations. That means improvement isn’t happening! 

For the sake of this "How To" we're showcasing a demo instance of a first level manager’s Atrium account. Everything will come together and paint a super clear picture when you get to the "Proposed Agenda (with Examples)" section of the article.

So, let's get started!

Head into Atrium and navigate to the Team Sales Coach page. We suggest grabbing the URL for the Team Sales Coach page and linking it to your Weekly Team Meeting document for easy access (see template).

If you’re a frontline manager, your Atrium homepage is your Team Sales Coach page. 

Once you're on the Team Sales Coach page, focus on the following sections for the "Shoutouts" and "Coaching Topics" sections of the agenda:

Your agenda's "Coaching Topics", "Goal Status (Progress)”, and “Goal History” sections should be considered data collection.

You're looking for meaningful topics and trends Atrium's AI Sales Coach suggests that are worth discussing with the team while preparing for this meeting.

For Goal Progress, navigate to the Team Goals page in Atrium.

Once you're on the Team Goals page, grab that URL and add it to your Weekly Sales Team Meeting document for easy access in the future.

Once on the Team Goals page, you’ll want to flag worrisome trends in both the Goal Status and Goal History sections. 

Again, the "Coaching Topics", "Goal Status (Progress)”, and “Goal History” sections of the agenda are built for data collection. You're creating an informed agenda for your team meeting.

Last but not least, we recommend using EnableAI, Atrium's Sales Enablement Content Copilot, for the "Plan of Action" section of the agenda.

Here's how we used EnableAI to develop our "Plan of Action":

Use this prompt in EnableAI: "Based on this weekly team meeting agenda, what would you identify as the "Plan of Action" for the team's coaching topics and goal progress?"

{{Paste Agenda}}

Note that "Coaching Topics", "Goal Progress”, and “Goal History”" trends will be the most important sections to include for Enable AI.

 

How is EnableAI different than ChatGPT (or other chatbots)?

One thing to remember about EnableAI is that, like any other chatbot, it requires a good prompt.

EnableAI, tailored specifically for B2B sales management and sales enablement, focuses on delivering specialized insights and actions most relevant to sales teams and their management.

EnableAI is designed to understand and address the specific needs of sales management. It's about enhancing the capabilities of sales teams, improving sales processes, and ultimately driving sales performance. This specialization includes industry-specific knowledge, sales methodologies, and performance metrics that your external chatbot might not consider when providing responses.

EnableAI delivers content specifically tailored to different roles within the sales organization. Whether you're looking for advice on improving team performance or creating a team-wide action plan, EnableAI is geared to address those varied needs.

While other chatbots are powerful general-purpose models capable of generating responses across a wide range of topics and questions, EnableAI is fine-tuned to provide targeted assistance in B2B sales, making it more directly applicable to your specific professional needs.

Pro-tip! If you're in a rush and don't have time to use EnableAI to map out an in-depth "Plan of Action", use Sales Coach's abbreviated “Generate Enablement Program”.

Proposed Agenda (with Examples) for Weekly Team Meetings

The following agenda was built from the Team Sales Coach and Team Goals pages in Atrium (screenshots above). This is how we recommend turning Team Sales Coach and Goal Status (Progress) into a coherent Weekly Team Meeting narrative.

Here's your Google Doc template for Weekly Sales Team Meetings.
*Make sure to "Make a Copy" to use within your org.

Shoutouts - You're doing a great job!

• Great job with Pipeline Progression, y’all!
  
  The team's stellar performance in moving opportunities through the pipeline stages ahead of schedule is commendable, particularly their achievements with the quarterly Opps Reaching Stage 3 goal, Pipeline Reaching Stage 4 goal, and Pipeline Reaching Stage 2 goal.

Coaching Topics - Improvement areas we should focus on as a team.

• Pipeline Creation: The team needs to focus on improving the current status of their Pipeline Created - Stage 2+ to ensure a healthy future pipeline.
  • Applies to: Honker Muddlefoot, Charlotte La Bouff, Baloo Bear, Pepper Ann Pearson
    
    
• Enhancing Call and Meeting Activities: There's a noticeable dip in the reps' proactive engagement with prospective clients, reflected by the decline in meetings on the calendar and calls.
  • Applies to: Entire team
    
    
• Multithreading and Account Touches: The team might benefit from a strategy that emphasizes multithreading prospecting calls and increasing the accounts touched for prospecting to diversify touchpoints and stakeholders within target accounts.
  • Applies to: Honker Muddlefoot, Charlotte La Bouff, Baloo Bear

Goal Progress - How are we pacing toward our team KPIs?

• We’re pacing behind on many of our weekly activity metrics this week! e.g., calls, meetings on calendar, prospecting calls (for multithreads), and opps reaching stage 0. 
• We’re trailing behind LinkedIn activities for the month, so let’s pick that up just a smidge. 
• Pipeline Created reaching Stage 2+ is worrisome, we’re 80% behind on our monthly goal. 
• The number of opps reaching qualified, in general, is also worrisome; we’re 67% behind our monthly goal. 

Goal History - Are these trends or just anomalies? Other pervasive trends?

• We’re consistently struggling to hit our weekly activity metrics. These aren’t unrealistic expectations. I’m worried about everyone’s time management skills. 
• While we’re doing well as a team on pipeline progression goals for the quarter, it looks like we’re not advancing as many new business opps as we should be. Remember, pipeline progression is dollars and opps advancing is distinct opportunities. 

Plan of Action - Next steps so we can see improvement on coaching topics!

• Pipeline Creation Improvements:
  • Specific Task: Schedule a weekly 30-minute session with Sales Enablement for Honker Muddlefoot, Charlotte La Bouff, Baloo Bear, and Pepper Ann Pearson to learn how to generate new lead sources and methods to engage early-stage leads.
  • Tools and Resources: Introduce tools like LinkedIn Sales Navigator to enhance lead generation efforts and track engagement metrics to adapt strategies as needed.
  • Metrics for Success: Aim for a 15% increase in leads moving to Stage 2+ within the next month.
• Enhancing Call and Meeting Activities:
  • Specific Task: Implement daily stand-ups for the entire team to discuss and plan calls and meetings for the day. Focus on setting clear objectives for each interaction to ensure productivity.
  • Training Session: Organize a bi-weekly training webinar with a focus on effective communication techniques, including objection handling.
  • Metrics for Success: Increase the number of weekly client interactions by 20% and monitor the conversion rate of calls and meetings.
• Multithreading and Account Touches:
  • Specific Task: Assign Honker Muddlefoot, Charlotte La Bouff, and Baloo Bear to identify key stakeholders in current target accounts and develop a contact strategy for each. Work with Enablement for this task.
  • Workshop: Conduct a monthly workshop on account management and multithreading techniques, including role-playing scenarios based on real customer interactions.
  • Metrics for Success: Each rep should increase their account touches by 30% and report on the subsequent impact on their respective pipelines. 
• Improving Activity Metrics and Pipeline Metrics:
  • Daily Check-Ins: Quick morning check-in calls to set daily goals and address any blockers in achieving these goals.
  • Use of CRM: Ensure all activities and progress are logged in CRM, and use this data to analyze trends and areas needing attention in real-time.
  • Metrics for Success: Reduction in missed weekly activity metrics by 50% within the next quarter and achieving at least 90% of the pipeline creation and qualification goals.

An important call out is that all of this (Coaching Topics, Goal Progress, Goal History, and Plan of Action) is automatically delivered to the manager and team member inboxes and Slack based on how organizational distributions are set up in Atrium.

Missing your team's progress reports in your inbox? Email support@atriumhq.com.

This "How to Use Atrium" guide for Weekly Sales Team Meetings takes 15-20 minutes to run through so that you can show up to your meeting with a prepared agenda.

Consider what your previous Weekly Sales Team Meeting agendas looked like. Were they even remotely this data-informed or well-structured?

In this series of support docs, we'll share more support articles on how to better incorporate Atrium into your sales management cadences (think Performance Management 1:1s, Pipeline Hygiene Reviews, etc.). Stay tuned!