Meeting types · Sales
Sales meetings where the pipeline is already read and the hour is spent deciding
Pipeline reviews, forecast calls and weekly sales rounds share one failure: the status takes the time and the deals that needed help get the last five minutes. Curact moves the reporting into the days before, so the meeting is only the part that needs a room.
And the room is optional. Some sales teams keep a short live session for the deals worth arguing about; others run the whole round async, from phones, across territories.
30 days, no card, cancel in one click.
What should a sales meeting agenda include?
A sales meeting is a session where a team reviews the pipeline and coaches each other on stuck deals. In a remote setting, it works best when the numbers are updated async so the call can focus on the two or three deals that genuinely need a collective decision. Twenty-five minutes live plus rep updates during the week is the standard.
- 01Nudge KPI owners to update pipeline and forecast figures before the call.
- 02Let each rep write a short status page for their territory async.
- 03Identify the deals that are stuck or need an executive decision.
- 04Open the session on the forecast trend, then move straight to the stuck deals.
- 05Vote on discounts or strategy from phones to get a quick pulse.
- 06Post the recap and carry decisions forward to next week's round.
Today
How the weekly sales meeting usually runs
A recurring slot, a CRM export nobody opened beforehand, and a lap of the table where each rep narrates their own week. Everyone waits for their turn and half-listens to the rest.
The spreadsheet is read out loud
Numbers everyone could have read in two minutes take fifteen, because reading them together feels like reviewing them.
Airtime goes to the confident rep
The deal being talked up is rarely the deal at risk. The quiet rep with a stalled quarter says least and gets least help.
Stage inflation goes unchallenged
Nothing in a status round forces the question of why a deal has sat in negotiation for six weeks. It just moves down the list.
Coaching never fits
By the time the round is done there is no time for the part that actually changes the number: working one deal properly, together.
The flow
Before, during and after — with the call optional
The same three phases the rest of Curact runs on, shaped for a team whose week is measured in deals.
Before
KPI owners are nudged for fresh figures, agents read the channels and boards you point them at and propose slides with a suggested owner, and each rep writes their own page from a personal link. The sales lead accepts or dismisses everything in one review inbox — nothing reaches the deck unreviewed.
During
Optional. If you meet, the agenda is only the deals with a decision attached, with votes and questions arriving from phones — including from the reps who are on the road. If you don't meet, the same blocks are answered async and the round still closes.
After
Decisions become follow-ups with an owner and a due date. The recap is a by-product of the round rather than a separate writing job, and can post back to Slack. Open items return next week with their status attached.
The collector slide. It becomes a link posted to the sales channel, and every reply the sales lead approves turns into its own slide.
A quick show of hands on a stuck deal, answered from everyone's phone before the discussion opens.
Example
What one sales week actually looks like
Six reps, one recurring Friday round, no extra reporting job for anyone.
- Monday
A contribution collector goes out to the sales channel: what closed, what slipped, and which deal you want the room's help with this week.
- Tuesday
The KPI owners are nudged for fresh figures — new pipeline, weighted forecast, slipped value — so the numbers on the slide are this week's, not last month's.
- Wednesday
Each rep opens their personal link and writes their own page: the deals worth talking about, the blocker, the ask. Saved as they go, shareable inside the team.
- Thursday
The sales lead works one review inbox: submitted rep pages and agent suggestions side by side, accepted or dismissed. The deck is finished before anyone joins.
- Friday
Either a 25-minute call spent entirely on the deals with a decision attached, with votes coming in from phones — or no call, and the same blocks answered async.
- Monday after
Every decision carries an owner and a due date into next week's round, where it comes back with a status instead of being rediscussed.
Building blocks
The slides and agents that fit a sales round
Nothing here is locked to a format — start from a ready-made deck and rewrite, reorder or delete.
KPI block
One slide per number — new pipeline, weighted forecast, win rate — with a named owner nudged for a fresh figure before the round.
Rep pages
A standing page per rep or territory that reappears every week, written by the person who owns the deals rather than about them.
Contribution collector
One question to the whole sales channel; the answers arrive as slides with the contributor credited.
Scales and polls
Confidence in the forecast, go or no-go on a discount, which of two deals gets the exec sponsor — answered anonymously from phones.
Questions from the room
Anyone can ask in writing, including the reps who could not join. Answers stay readable after the round.
Watch agents
Plain-language instructions for what to watch outside the company — a target account's funding round, a competitor's pricing change — kept quiet unless it matters.
Agenda
A 25-minute pipeline review, and the days around it
Copy this template into your own tool or run it in Curact. It works because the status happens in the background, leaving the call for the deals that move the number.
Yours to use, with or without Curact. No signup for the template.
Templates
Three ready-made versions of this meeting
Pick the depth that fits the week. Every template opens as a real deck you can edit, reorder or throw away.
Short
The 20-minute pipeline check
The number, one stuck deal, one win — enough to keep the week honest.
20 min · 6 slides
- 1.Sales Meeting
- 2.Where we stand against target
- 3.One deal you want help with this week
- 4.How confident are you we close the Meridian deal this week?
- 5.What worked this week
- + 1 more
Standard
The full weekly sales round
The number, two or three stuck deals, a discount decision and commitments across the team.
32 min · 9 slides
- 1.Sales Meeting
- 2.Join in
- 3.Where we stand against target
- 4.Which deal do you want the room's help with?
- 5.Meridian wants 15% off to sign this week — approve, or hold the price?
- + 4 more
In depth
The monthly forecast and pipeline deep dive
A full pipeline walk, stage-by-stage inflation check, forecast confidence and strategy calls for the month ahead.
50 min · 12 slides
- 1.Sales Meeting — Monthly Forecast
- 2.Join in
- 3.Where we stand against target
- 4.Pipeline by stage
- 5.Which deal in negotiation is actually stuck, and why?
- + 7 more
FAQ
Questions sales leads ask first
Does this replace our CRM?
No. The CRM stays the system of record for deals. Curact is where the weekly round happens: the numbers pulled forward as their own slide with an owner, the two or three deals that need a decision, and the follow-ups that come back next week with a status. Nobody is asked to re-enter pipeline data.
How do reps prepare without extra admin?
Each rep gets a personal link — usually as a Slack message — that opens their own page for the week. They write a headline and a few lines, attach a screenshot if it helps, and the work saves as they go. It replaces the ten minutes they would have spent talking through the same thing live.
Can we run the pipeline review with no call?
Yes. Rep pages, the forecast slide, the questions and the votes on stuck deals can all be answered async from a phone. Many teams keep a short live session for the deals that genuinely need argument and run everything else in the days before.
What stops it from becoming status theatre again?
The status is written before the meeting, so airtime is no longer the reward for having something to report. What is left on the agenda is deals with a decision attached — and each decision leaves with an owner and a date, which makes it visible next week whether anything happened.
How does it work for a distributed sales team?
Nobody has to be in the same hour. Reps in other timezones write their page when it suits them, ask questions in writing, and vote from their phone. When a live session happens it is short, and the people who miss it still see the same deck and the same decisions.
How much of the deck does the AI build?
Agents read the sources you point them at — Slack channels, boards, the KPI register, and outside sources for watch agents — and propose slides and findings with a suggested owner. They never publish. Everything waits in a review inbox until the sales lead accepts it, and an agent cannot overwrite a slide someone has approved.
Instead of
What does this replace?
Sales teams often use three or four tools to run a weekly round. The tools aren't the problem — the manual work of narrating them out loud is.
A CRM dashboard shared on screen
Reading numbers together feels like reviewing them, but it just wastes the first fifteen minutes.
KPI owners are nudged for figures beforehand, so the screen shows the trend and the anomalies instead of the whole register.
Weekly reporting spreadsheet
Often contains stale data by the time the call actually happens on Friday.
Agents and reps update their own slides during the week, so the deck is as fresh as your Slack channel when you open it.
A long 'lap of the table'
Reps wait for their turn and half-listen to others, missing the chance to actually coach each other.
Status is read before the call; the live time is spent only on the two or three deals that genuinely need a collective decision.
Curact does not replace Slack, your boards or your video call. It sits next to them: the deck is the meeting, and the tools you already pay for stay where they are.
Built by Textalk
Curact is made by Textalk AB in Sweden, a software company that has run its own distributed weekly meeting for years. This is the tool we built for ourselves first.
Participants need no account
People join from a link or a code on screen and answer from their phone. Only the people who build the deck need a login.
Works next to your stack
Slack for the reminders and the recap, your boards for the source material, any video tool for the call itself.
30 days, no card
The trial is the full product, not a stripped demo. Nothing to cancel if you walk away.
Written and reviewed by the Curact team. Last reviewed August 2026.
Other meetings teams run this way
Customer feedback
Everyone who talks to customers writes their themes on a link beforehand, and each agreed fix leaves with a named owner.
Read moreAll-hands / town hall
Questions asked and upvoted before the meeting, teams writing their own spotlight, and the deck readable afterwards for every time zone.
Read moreKPI & business review
Each number has an owner who is asked for a fresh figure, last period carries over, and follow-ups come back with a status.
Read moreRun your next pipeline review with the reporting already done
Set up the series once, connect the channels and numbers you already track, and let the week do the preparation. Keep the Friday call or drop it — the round works either way.
30 days, no card, cancel in one click.