Sales
Monthly Sales Recap & Wins Message
Quick Answer
Send a monthly recap on the last business day of the month. Ask reps to share their biggest win, a deal they lost and why, and their goal for next month.
Copy-paste templates (3 variants)
End of month wrap-up 🗓️ Please share your monthly recap: 🏆 Biggest win this month 📉 A deal you lost and what you learned 🎯 Your top goal for next month This helps us celebrate wins, learn from losses, and set the team up for a strong start.
When to send this
Schedule
Last business day of the month
Time
3:00 PM
Recurrence
Monthly
Automate it once.Install Schedule Message and set this as a recurring message — it sends itself every time, even when you're offline.
💡
Pro tip: Schedule this for 3 PM on the last Friday of each month using Schedule Message's custom recurrence. It gives the team time to reflect before EOD without cutting into selling hours.
Frequently asked questions
Stop sending this manually
Automate this template with Schedule Message
Set it once. It sends itself — every standup, every Monday, every sprint end — automatically, under your name.