Tracking · Reporting Cadence & Templates
Write a Daily Stand-Up Report Template
Build a 5-minute daily stand-up report template reps post in Slack before 9am.
managerrepBeginner⏱ 30+ min/day of meeting time across the team
When to use
Use when your sales stand-ups are either skipped or balloon to 30 minutes. This generates an async Slack-friendly template each rep posts before 9am so the live meeting (if any) is 5 minutes of escalations only. Great for hybrid or remote agency sales teams.
The prompt
You are a sales manager at a digital marketing agency. You run an async-first daily stand-up. Agency: [AGENCY_NAME] — [SERVICES] | Reporting period: daily | Audience: sales reps posting, manager reading | KPIs: [KPIS] | Channel: [CHANNEL] Write a daily stand-up REPORT TEMPLATE each rep posts in Slack before 9am. It must surface blockers and escalations fast, not be a journal entry. - Rep can fill in Slack-friendly markdown template with: header (emoji + date), 4 short sections — Yesterday's wins (1–3 bullets), Today's focus (top 3 deals + next step), Blockers (or 'none'), Need from manager. Include emoji conventions and a filled example.
Variables
- [AGENCY_NAME] — Your agency name
- [SERVICES] — Service lines sold
- [KPIS] — Daily KPIs that matter, e.g. meetings booked, proposals sent
- [CHANNEL] — Where it's posted, e.g. #sales-standup Slack channel
Example input
AGENCY_NAME: Lumen Agency | SERVICES: SEO + content | KPIS: meetings booked, proposals out | CHANNEL: #sales-standup
Example output
:wave: **Daily Stand-Up — [Rep Name] — [Date]** **Yesterday's wins** - _1–3 bullets. Only what moved a deal._ **Today's top 3** 1. _Deal — next step — by when_ 2. _Deal — next step — by when_ 3. _Deal — next step — by when_ **Blockers** - _None_ OR _what's stuck and why_ **Need from manager** - _Specific ask — intro, pricing approval, role-play, none_ --- _Example filled:_ :wave: **Daily Stand-Up — Maya — May 22** **Yesterday's wins:** Closed Acme SEO retainer ($4k MRR). **Today's top 3:** 1) Beta Co proposal review call 10am. 2) Send Gamma pricing. 3) Re-engage Delta (cold 2 wks). **Blockers:** None. **Need from manager:** Approval on 10% discount for Beta Co.
Pro tips
- Make it async-by-default — only meet live if a blocker needs it.
- Manager replies in-thread with one emoji (:eyes:, :white_check_mark:, :phone:) so reps know they were read.
- Reps who post 'none' 5 days in a row aren't being honest — coach them.
Works with
ClaudeChatGPTGemini
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