Whether it’s an initial sales call or the one where you close the deal, having great conversations is a key component of your job. But meetings with prospects aren’t the only meetings that you attend. There are also one-on-one and team meetings that you use to drive your company’s internal sales process.
Here we have a library of agenda templates for all of the most common meetings that salespeople attend, from discovery calls all the way to launching a customer. The agenda templates below are pulled from our library of 80+ meeting agendas which you may find helpful for your other meetings as well.
Sales & Partnership Agenda Template FAQs
How do you structure a sales meeting?
To structure a sales meeting:
- Create an agenda including the meeting’s objective, topics, location, attendees, and action items.
- Circulate the agenda for review ahead of the meeting.
- Start the meeting by establishing common ground.
- End the meeting with action.
If you’re struggling to structure your sales meetings, start by establishing an objective. Determining what you want to accomplish will help you identify what topics to discuss, for how long, and with whom. And when possible, start your sales meeting on a positive note by celebrating wins or establishing rapport.
How do you lead a sales team meeting?
Here are our top tips for leading a successful sales team meeting:
- Set a clear goal for every meeting, i.e. to make a decision or have a discussion.
- Make sure everyone has the information they need before the meeting.
- Prioritize discussion over lectures.
- Reduce any fear meeting attendees may feel in anticipation of being wrong, offending someone, or triggering retaliation.
- Establish and maintain consistency with structured agendas.
- Ask for status on deals.
- Be punctual and end meetings early if all items are completed.
How do you motivate a sales team?
How you motivate your sales team depends on the individuals that comprise your team. Where some people are motivated by money, others are more motivated by recognition, relationships, or career development.
Find out what motivates your sales team by getting to know the individuals on your team. Then tailor your rewards for team members based on what they value most. If you’re not sure about your team yet, try the following motivational techniques:
- Set SMART goals.
- Build trust and rapport.
- Give team members ownership of their jobs.
- Cultivate strong relationships with and among your team members.
- Establish a culture that recognizes performance.
How often should you have a sales meeting?
You should have a sales meeting as often as is necessary to ensure your team has the information they need to prioritize their tasks. Typically, this means you need to hold a sales meeting at least once a week to discuss the nitty-gritty of weekly progress and projections. But that doesn’t mean you can’t hold a daily stand-up meeting if the situation calls for it.
How do you write an agenda for a sales meeting?
Here are six steps you can take to write the best agenda for your sales meetings:
- Determine the purpose of the meeting and include it in your agenda.
- Identify the topics you need to discuss to fulfill the purpose of the meeting.
- Quantify how much time should be dedicated to each discussion topic.
- Include a list of the attendees required to attend the meeting.
- Start your meeting agenda on a positive note by celebrating wins.
- End your agenda with action items.
Is a sales meeting the same thing as a sales pitch?
A sales meeting is not the same thing as a sales pitch. A sales pitch is a short presentation during which a salesperson explains their offer and its benefits to the customer. So, while it’s common for salespeople to deliver sales pitches during sales meetings, they’re not the same thing.
What happens in a sales meeting?
What happens in a sales meeting depends on its purpose.
Some sales meetings are meant to motivate personnel, set department goals, give product updates, or all of the above. In these meetings, sales managers and salespeople sit down together to discuss the issues at hand. Typically, internal sales meetings are less formal and involve collaborative discussion related to increasing sales.
Other types of sales meetings may include presentations or “pitches” to clients. These sales meetings are more formal and are designed to help the sales team move a client through the sale funnel. That might mean answering questions, allaying concerns, or hammering out the details of a contract.