Moment in Time

⏳ Moment in Time

Build a connection with your clients and create team spirit.

This activity celebrates your shared history and yields a treasure trove of information that your sales team can use to deepen connections with clients throughout the year.

How to use this template

Activity instructions

  1. Download our template and review the instructions.

  2. Draw a timeline dating back to the company’s founding and mark time in either one or five-year increments.

  3. Fill in key company milestone dates in the space below the timeline.

  4. Instruct participants to add the date that they become a client of the company, collaborated on a successful project, etc. in the space below the timeline.

  5. Participants will then add their own personal memorable experiences and milestones in the space above the timeline.

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Your Sales Coach

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Circle of Influence