SMARKETING Agenda Template Month Year Here Agenda Introduction

SMARKETING Agenda Template [Month & Year Here]

Agenda • Introduction – [Any Presenter] • Marketing Updates – [Marketing Executive] • Sales Enablement – [Marketer] • Featured Deal – [Salesperson] • Sales Updates – [Sales Executive] • Final Thought – [Any Presenter]

Introduction [Presenter]

Marketing Updates [Presenter]

Marketing New Hires Person 1 • • Name Title Team Projects Person 2 • • Name Title Team Projects Person 3 • • Name Title Team Projects Person 4 • • Name Title Team Projects

Awards & Recognition Person 1 • Name • Award Won • Why Person 2 • Name • Award Won • Why

Traffic Update 12, 000 10, 000 Other 8, 000 Direct Traffic 6, 000 Paid Search Referrals 4, 000 Organic Search Social Media 2, 000 Email ly Ju ne Ju M ay ril Ap ch M ar y ar ru Fe b Ja nu ar y 0

Leads Update 2, 500 2, 000 Other 1, 500 Direct Traffic Paid Search 1, 000 Referrals Organic Search 500 Social Media Email ly Ju ne Ju M ay ril Ap ch M ar y ar ru Fe b Ja nu ar y 0

Key Marketing Metrics • Website Visits & Blog Traffic This Month • Overall Leads This Month • Marketing Qualified Leads This Month

Marketing Highlights • List big impact projects with outstanding results here: – Project 1 Summary + Results

Sales Enablement (& Product Marketing) [Presenter]

Product X Update • • Date when the change is going live Here’s exactly what changed How to sell this update More info on this change: URL for more info Old Product/Service New Product/Service

Upcoming Training For Salespeople • • Date when the training is happening What is involved with the training Why the training is important Online resources: URL for training resources

Featured Deal [Presenter]

Customer Story How Sales and Marketing worked together to make magic happen. • • Customer: Name Backstory: Received an awesome demo Challenge: Needed executive buy-in Request to Marketing: Hop on a call and explain X product to CMO • Solution: Prepped customer for a conversation with CMO with talking points on why they needed X product • Result: Closed the deal on the last day of the month

Sales Updates [Presenter]

State of the Business January Year to Date (YTD) New Annual Recurring Revenue (ARR) Growth $ amount % growth year over year Monthly Recurring Revenue (MRR) $ amount Hiring # of hires % of goal Sales Attainment % attained % of plan Trend

Top Salespeople This Month Person 1 • 1 st Place • Name of Salesperson • Monthly Recurring Revenue (MRR) achieved • % of quota Person 1 • • 2 nd Place Name of Salesperson Monthly Recurring Revenue (MRR) achieved % of quota Person 1 • • 3 rd Place Name of Salesperson Monthly Recurring Revenue (MRR) achieved % of quota

Top Sales Managers This Month Person 1 • 1 st Place • Name of Manager • Team’s Monthly Recurring Revenue (MRR) achieved • % of quota • 2 nd Place • Name of Manager • Team’s Monthly Recurring Revenue (MRR) achieved • % of quota • 3 rd Place • Name of Manager • Team’s Monthly Recurring Revenue (MRR) achieved • % of quota

Sales Reps Over 100% of Quota • • • Name of Salesperson Name of Salesperson Name of Salesperson • • Name of Salesperson Name of Salesperson

Sales Contest Updates & Info • Qualifying Criteria for Salespeople: – Minimum $ MRR required – Minimum % quota required • Qualifying Criteria for Sales Managers: – Minimum $ MRR required – Minimum % quota required

Congrats to Last Month’s Contest Qualifiers! Salespeople: • Name of Salesperson • Name of Salesperson Sales Managers: • Name of Manager

Final Thought [Presenter]

“ Be stubborn about your goals, and flexible about your methods.