Sales Agenda Template

Identify the main goals and objectives for the meeting. This will help set the direction and purpose of the discussion. Consider what outcomes you want to achieve and how they align with the overall sales strategy. Think about the key points you want to address and the message you want to convey to the attendees.

Compile a list of all the attendees who should be present for the meeting. This should include relevant stakeholders, decision-makers, and anyone else who needs to be involved. Make sure to double-check the list for accuracy and completeness. Consider the roles and responsibilities of each attendee and how they contribute to the purpose of the meeting.

Determine the main topics and talking points that need to be addressed during the meeting. These should be aligned with the objectives of the meeting and the desired outcomes. Think about the key messages you want to convey and the information that needs to be shared with the attendees. Consider any potential challenges or objections that might arise and how to address them.

Create the necessary sales presentation materials that will be used during the meeting. This may include slides, brochures, product samples, or any other visual aids. Make sure the materials are clear, concise, and visually appealing. Consider the key messages and talking points that need to be conveyed and how they can be effectively communicated through the materials.

Arrange for any necessary demonstrations or samples that will be used during the meeting. This may include showcasing the product or service in action or providing samples for attendees to try. Ensure that the demonstrations or samples are relevant to the objectives of the meeting and effectively showcase the key features and benefits. Consider any logistical requirements or special arrangements needed for the demonstrations or samples.

Make sure to confirm the date, time, and venue for the meeting. This is important to ensure that all attendees are aware of when and where the meeting will take place. Double-check the availability of the meeting room or venue and ensure that it is properly booked. Consider any logistical considerations or special arrangements needed for the meeting.

Send personalized invitations to all the attendees. This can be done via email or any other preferred method of communication. Include the meeting details, agenda, and any other relevant information. Make sure to follow up with any RSVP requests or additional information needed from the attendees. Consider any potential challenges or issues that may arise during the invitation process.

Create a detailed sales report that provides an overview of the current sales performance, key metrics, and any relevant data. This will help provide context and background information for the meeting. Consider the key insights and trends that need to be highlighted in the report. Ensure that the report is clear, concise, and visually appealing.

Determine who will facilitate the meeting and who will be the main speaker. The facilitator is responsible for guiding the discussion and ensuring that the meeting stays on track. The speaker is responsible for delivering the main presentation and addressing any questions or concerns from the attendees. Consider the skills and expertise needed for both roles and select the most suitable individuals.

Anticipate potential questions and objections that may arise during the meeting. Think about the concerns or doubts that attendees may have and prepare appropriate responses or solutions. Consider the key messages and talking points and how they can address common objections. Ensure that the plans address a wide range of possible scenarios.

Print out any necessary documents and presentations that will be used during the meeting. This ensures that physical copies are available for reference and distribution. Consider the key materials that need to be printed and ensure that they are of high quality. Make any additional arrangements needed for printing, such as binding or organizing the documents.

Create a meeting agenda that outlines the topics, timings, and activities for the meeting. This helps keep the discussion organized and ensures that all necessary points are covered. Consider the objectives, key messages, and talking points when structuring the agenda. Indicate any time allocations or breaks needed for specific topics.

Send the final agenda to all the attendees to inform them about the meeting structure and topics. This allows attendees to come prepared and know what to expect during the meeting. Make sure to include any changes or updates from the earlier versions of the agenda. Consider any additional information or instructions that need to be communicated.

Follow up with all the attendees a day before the meeting to confirm their participation. This ensures that everyone is aware of the meeting and that there are no last-minute cancellations or changes. Provide any necessary reminders or instructions for the meeting. Consider any potential challenges or issues that may arise during the confirmation process.

Ensure that all the necessary digital equipment and tools are prepared for the presentation. This may include laptops, projectors, screens, microphones, or any other technology needed. Test the equipment in advance to ensure that it is functioning properly. Consider any additional software, plugins, or accessories that may be required.

Develop contingency plans to address any potential technical issues that may arise during the meeting. This helps ensure that the presentation can continue smoothly and minimize any disruptions. Consider backup systems, alternative solutions, or troubleshooting steps that can be taken. Communicate the contingency plans to the relevant team members or IT support.

Review and finalize the post-meeting follow-ups that need to be conducted. This includes capturing any action items, assigning responsibilities, and setting deadlines. Consider any additional information or documentation that needs to be shared with the attendees. Ensure that the follow-ups align with the objectives of the meeting and contribute to the overall sales process.