Sales and Support Team Sync Template

Keep customer-facing teams aligned and customer experiences positive with this monthly sync.

Get started with this template (Free!)
Sales and Support Team Sync Template
Use this template (Free!)

About this template

Align your two most important customer-facing teams to best support and create positive experiences for your customers.

Updated Feb 9, 2022

Sales and Support Team Sync FAQs

How long should a sales and support team sync be?

expand_morechevron_right

You should initially set your sales and support team syncs for 30 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have sales and support team syncs?

expand_morechevron_right

Most sales and support team syncs tend to occur monthly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a sales and support team sync?

expand_morechevron_right

6 great things to discuss in your Sales and Support Team Sync:

  • Icebreaker
  • Ongoing suggestions to improve sales and support handoff
  • Customer feedback: What are customers most excited and frustrated by?
  • Goals: How are we tracking against them?
  • Sales update: Important accounts support should keep top of mind
  • Support update: Accounts that need attention from sales

Usage Stats & Categories

visibility Views
1
cloud_download Used
0
Sales and Support Team Sync Template
Get the template (Free!)

Similar templates

Sales and Marketing Meeting Template

Sales and Marketing Meeting

Align your sales and marketing teams with this agenda template.

View
visibility 1 cloud_download 0
Customer Success and Customer Support Sync Template

Customer Success and Customer Support Sync

A bi-weekly sync for CS and Support teams.

View
visibility 1 cloud_download 0
Sales Team Meeting Template

Sales Team Meeting

This agenda offers a holistic view of your sales team.

View
visibility 1 cloud_download 0
Remote Sales Team Meeting Template

Remote Sales Team Meeting

A weekly sales meeting template that will help your team hit targets faster.

View
visibility 1 cloud_download 0
Biweekly Revenue Leadership Sync Template

Biweekly Revenue Leadership Sync

Find ways to maximize revenue with this biweekly leadership sync.

View
visibility 1 cloud_download 0
HubSpot's 20-Minute Weekly Sales Team Meeting Template

HubSpot's 20-Minute Weekly Sales Team Meeting

Run effective weekly sales team meeting syncs in 20 minutes or less with the agenda template.

View
visibility 1 cloud_download 0
View all templates