Enhance your sales meetings with a comprehensive workflow template designed to optimize note taking, approval processes, document distribution, and follow-up planning.
1
Identify the meeting attendees
2
Determine the meeting agenda
3
Prepare a template on which notes will be taken
4
Check technical requirements for the meeting
5
Approval: Manager for meeting schedule and agenda
6
Conduct the Sales Meeting
7
Write down key points discussed during the meeting
8
Note the sales projections presented
9
Record any challenges or obstacles discussed
10
Write Customer feedback/queries
11
Make note of any outstanding actions or decisions
12
Record the next steps agreed upon
13
Approval: Sales Director for meeting notes
14
Compile all gathered information and structure meeting notes
15
Send the draft to attendees for corrections or additions
16
Approval: Attendees on draft
17
Prepare the final notes document
18
Distribute final meeting notes to the participants
19
Store a copy of final notes in the company database
20
Plan the date and time for the next meeting
Identify the meeting attendees
This task involves identifying the individuals who will be attending the sales meeting. It is important to have a clear understanding of who will be present to ensure that all relevant stakeholders are included. The result of this task will be a list of meeting attendees.
Determine the meeting agenda
This task involves creating the agenda for the sales meeting. The agenda will outline the topics that will be discussed and the order in which they will be addressed. The result of this task will be a finalized meeting agenda.
1
High
2
Medium
3
Low
Prepare a template on which notes will be taken
This task involves creating a template that will be used to take notes during the sales meeting. The template will provide structure and organization to the meeting notes. The result of this task will be a finalized notes template.
Check technical requirements for the meeting
This task involves checking and ensuring that all technical requirements for the sales meeting are met. This includes checking the availability of necessary equipment and ensuring that relevant software or tools are functioning properly. The result of this task will be a confirmation that all technical requirements are fulfilled.
1
Projector
2
Whiteboard
3
Conference Call
4
Video Conferencing
Approval: Manager for meeting schedule and agenda
Will be submitted for approval:
Determine the meeting agenda
Will be submitted
Conduct the Sales Meeting
Write down key points discussed during the meeting
Note the sales projections presented
Record any challenges or obstacles discussed
Write Customer feedback/queries
Make note of any outstanding actions or decisions
Record the next steps agreed upon
Approval: Sales Director for meeting notes
Compile all gathered information and structure meeting notes
Send the draft to attendees for corrections or additions
Approval: Attendees on draft
Will be submitted for approval:
Send the draft to attendees for corrections or additions
Will be submitted
Prepare the final notes document
Distribute final meeting notes to the participants
Store a copy of final notes in the company database
