--- title: Sales WIPs & Catch-Ups Framework [Template] description: Learn the perfect cadence for sales catch-ups, set KPIs, and empower your team with data visibility and reporting. image: https://wasifkasim.com/hubfs/Imported_Blog_Media/The-Right-Cadence-Framework-for-Sales-WIPs-Catch-Ups-Template.webp --- [![RED WK Logo Portrait - Transparent](https://wasifkasim.com/hubfs/Logo/RED%20WK%20Logo%20Portrait%20-%20Transparent.svg)](https://wasifkasim.com/) - [Home](https://wasifkasim.com) - [Testimonials](https://wasifkasim.com/#testimonials-main-section) - [About](https://wasifkasim.com/about-us) - [Services](https://wasifkasim.com/blog/right-cadence-and-framework-for-sales-wips-and-catchups#service-main-section) - [Sales Coaching](https://wasifkasim.com/agency-sales-coach) - [Lead Gen Coaching](https://wasifkasim.com/agency-lead-generation-coach) - [Client Retention Coaching](https://wasifkasim.com/agency-client-retention-coach) - [Case Studies](https://wasifkasim.com/case-studies) - [FAQs](https://wasifkasim.com/#faq-main-section) - [Blog](https://wasifkasim.com/blog) [+614 89 082 090](tel:+61489082090) [GET IN TOUCH](https://wasifkasim.com/blog/right-cadence-and-framework-for-sales-wips-and-catchups#home-contact) - [Home](https://wasifkasim.com/) - [Blog](https://wasifkasim.com/blog) - The Right Cadence & Framework for Sales WIPs & Catch-Ups \[Template\] # The Right Cadence & Framework for Sales WIPs & Catch-Ups \[Template\] **Publish On:** Jul 17, 2024 • **Updated On:** Feb 11, 2026 • Calculating... ###### Written by: ![Wasif Kasim](https://wasifkasim.com/hs-fs/hubfs/Untitled%20design%20(8).png?width=36&height=36&name=Untitled%20design%20(8).png) [Wasif Kasim](https://wasifkasim.com/blog/author/wasifkasim) ![The Right Cadence & Framework for Sales WIPs & Catch-Ups \[Template\]](https://wasifkasim.com/hs-fs/hubfs/Imported_Blog_Media/The-Right-Cadence-Framework-for-Sales-WIPs-Catch-Ups-Template.webp?format=webp&quality=20&width=960&height=640&name=The-Right-Cadence-Framework-for-Sales-WIPs-Catch-Ups-Template.webp) What’s the right cadence to keep your sales team on track? And how do you toe the fine line between micromanagement & empowering your team for success. It’s all about setting clear KPIs Having the “right” type of catch-ups Making it easy for your team to see data And giving them a framework to report back on Here’s a cadence and framework that works quite well for sales teams. Have a look, make it your own, and just do it consistently. Consistency is key. ## 1. Slack update template - MQLs not contacted \> 3 days - Deals not contacted \> 7 days - Attainment month-to-date VS goal - And any other qualitative items you have noticed whilst reviewing the dashboards ## 2. Weekly 1:1 template - Hubspot/CRM dashboard - set the expectation to “update the dashboard” before they arrive. If it isn’t up to date, allow time for them to do it during the meeting. - Reconfirm goal for the month and establish attainment vs goal every week - Forecast for the month. - Ask for any roadblocks on their way, you can help with - Ask for meetings they’re in, non-sales related they can be excluded from ongoing. - If they have direct reports - check in on their dashboard, progress, and any [coaching](https://wasifkasim.com/agency-sales-coach) required. - Discuss career goals - where they want to be in 12-24 months, what they feel is the gap, etc…and then, put together a mutually agreed roadmap - Weekly manager feedback to cover:  - Areas they’re doing really well in - Areas that need improve re above - Provide manager’s perception on how the employee is faring VS KPIs (below expectations, meeting expectations, above expectations, etc. ## 3. Monthly report template - Recap of previous month’s KPI vs attainment - What went well - What could have been better - Plan for next month - Forecast for month Got questions on Cadence & Framework for Sales WIPs & Catch-Up, or anything else? [Say hello](mailto:wasif@wasifkasim.com)and we’ll lock in a time to chat through Cheers, Was [report templates](https://wasifkasim.com/blog/tag/report-templates) [sales mentor](https://wasifkasim.com/blog/tag/sales-mentor) ![Wasif Kasim](https://wasifkasim.com/hs-fs/hubfs/Untitled%20design%20(8).png?width=120&height=120&name=Untitled%20design%20(8).png) [Read Full Bio](https://wasifkasim.com/blog/author/wasifkasim) Author ### Wasif Kasim Founder at - [Wasif Kasim Consulting](https://wasifkasim.com/) Wasif Kasim is an agency growth advisor, former CEO of Online Marketing Gurus, and founder of Wasif Kasim Consulting. Over the past 15+ years, he has helped agencies scale faster through betterfalse ... 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