What is a weekly reflection?

It's twenty minutes at the end of the week to look at what happened, what worked and what to change, and for a seller it starts with the numbers.

What questions should I ask in a weekly reflection?

How the week felt, what the numbers say and whether you made last week's change, then one thing that worked, one that didn't, what you learned and one change for next week.

How long should it take?

Twenty minutes. If it takes longer, you're writing about the whole week instead of one call.

What's the difference between a weekly reflection and a weekly report?

The reflection is for you, about how you sell, while the report goes to your manager, about the numbers and the deals. Our weekly sales report template is the report.

Should I share it with my manager?

Share the Next week block if it helps your 1:1, and the rest can stay yours.

What if the week was bad?

Write it anyway, since a bad week with one clear change is worth more than a good week you can't explain.

Does it work in Google Docs or Notion?

Yes. Copy the text above into a new doc or page, or upload the Word file to Google Drive.

Is the template free?

Yes. Copy it, print it or download it. There's no sign-up and no form to fill in.

ActivityTracker

Free template for sales reps

Weekly reflection template: 20 minutes on Friday, one change for Monday

How the week felt, what the numbers say, what worked, what got in the way and one change for next week, on one page for you. Copy it, print it or download it for Word. Free, no sign-up.

A week of calls and meetings blurs by Friday, and the same mistake shows up again on Monday. This page takes 20 minutes. You score how the week felt and then write the numbers, so you can see whether the feeling was right, then pick one call that went well and one that didn't. It ends with a single change to try next week, and next Friday starts by checking whether you made it.

Your week on one page, in 20 minutes

Download for Word

Weekly reflection: [your name]

Week of: ______ Written: Friday, ______

Before you look at the numbers

How the week felt, 1 to 10: __

The numbers

Calls: __ of __

Meetings: __ of __

Proposals: __ of __

Deals: __, worth ______

Last week's change

What I said I'd change: ____________

Did I do it, and what happened: ____________

What worked

One call or meeting that went well, and what I did: ____________

One win, however small: ____________

What got in the way

One call or meeting that didn't go well: ____________

What I'd say instead: ____________

Time I lost, and to what: ____________

What I learned

About my customers: ____________

About how I sell: ____________

Next week

One change I'll make: ____________

Targets: calls __, meetings __, proposals __

The first thing I'll do on Monday: ____________

Who can help, and what I'll ask them: ____________

See the weekly check-in in the app

Numbers first, the story second, one change at the end

The order stops a bad Thursday from deciding how the whole week reads.

Score the feeling before you look at the numbers
Write about one call, not the whole week
Pick one change, not five

Start next Friday with this Friday's change

Keep the same time every week, on Friday afternoon before you log off.

Last week's change first: did you do it, and what happened
Then the numbers against the targets you set
Last, next week's one change and what you'll do first on Monday

A filled-in week: a slow one, and the change it led to

Dan Okafor, week of 21 September, written Friday at 4:30 pm.

How the week felt: 4 out of 10.
The numbers: calls 48 of 60, meetings 3 of 5, proposals 1 of 2, deals 1, worth $6,000.
Last week's change: ask two questions before giving a price. He did it on 3 of 5 calls, and on those three nobody asked for a discount.
What worked: Tuesday's call with Kim at Leafy Florist. He asked what a slow month costs her before he said a word about price, and she booked the demo herself.
One win: a customer from March sent a referral without being asked.
What got in the way: Thursday's meeting with Tide Gym, where he talked for ten minutes before asking anything and they said they'd think about it. What he'd say instead: "Before I show you anything, what made you take this meeting?" He also lost two mornings to a quote the office could have done.
What he learned: the owners who book fastest have just opened a second site, and he starts talking too early in first meetings.
Next week: no pitch before two questions, in every meeting, with targets of 60 calls, 5 meetings and 2 proposals. First thing Monday he calls Tide Gym back with the question he skipped, and he'll ask Priya to sit in on one first meeting.

The week felt like a 4, while the numbers say 80% of calls, 60% of meetings and one deal: behind, but not a 4.

How to fill it in after a slow week, a big win or a new job

The page stays the same, and the weight on each part changes.

A slow week
Spend most of the 20 minutes on What got in the way, and keep the change small enough to do on Monday.
A big win
Write down what you did before the win while you still remember it, because that's the part to repeat.
A new job
Swap What I learned about customers for what you learned about the product.
With your manager
Send the Next week block before your 1:1 and keep the rest for yourself.
Once a month
Read the last four and look for the change you keep writing down and never making.

Your numbers filled in, so you only write the story

The template is free. ActivityTracker, the app we make, is paid, and its weekly check-in fills in the week's numbers from your log, so you only write the story before an AI coach replies with one focus for next week. In the app your manager and your team can read it.

This week's numbers fill in from what you logged
Next week's targets go in during the same sitting
Your manager and your team can read it

Questions

Get better at selling one week at a time

The template is free to use, and the app is paid and fills in your week's numbers from your log.

Book a walkthrough See pricing