The ultimate pack of customer success meeting agenda templates
Your best opportunity to eliminate the specter of churn, turn renewal decisions into foregone conclusions, and create brand ambassadors
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.
Meeting agendas remind everyone attending the meeting about the goals of the meeting and what outcomes will be achieved by the end of the meetings. Frankly, salespeople can have incredibly full calendars. In order to stay on top of what's happening from meeting to meeting, having an agenda or some notes is critical.
For sales team meetings, like a weekly sales meeting, the agenda helps increase overall productivity for reps during that sales cycle by keeping the meeting productive and efficient.
A sales team meeting is a lot different from a regular team meeting agenda. Unlike most teams, sales reps are going to review pipeline numbers, talk about deals, and target roadblocks that might be stopping opportunities from closing.
If you're a sales leader who is running the meeting, you may want to share recent insights into the business, giving feedback to the team about what's working in the sales process, or by sharing an example of a sales conversation that happened recently as a way to help educate your reps.
Some sales team meetings also sometimes feature a guest speaker, leaders, or resources from others teams in the company who comes to the meeting to educate the sales team about new product features, updates to services, or upcoming marketing initiatives.
For sales prospect meetings, the agenda gives the customer confidence in what will happen during the meeting, and provides a roadmap to the salesperson, so they can focus more attention on who they are talking to.
If a prospect is worried that the entire meeting is going to be them "being sold to", having an agenda format with lots of space for answering questions or other more friendly discussions could put them at ease for the meeting.
It's also wise to leave an area for action items or next steps on an agenda like this so that you don't forget anything that comes up during the meeting.
To structure a sales meeting:
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.
Here are our top tips for leading a successful sales team meeting:
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:
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, or sync up on a bi-weekly or monthly cadence either. It depends a lot on how senior your reps are and how autonomous they are.
Here are six steps you can take to write the best agenda for your sales meetings:
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 depends on its purpose.
Some sales meetings are meant to motivate personnel, set department goals, give product updates, or all of the above. Ultimately, the meeting should be about what you value in your company, and what your sales team needs most to succeed in closing more deals.
In these meetings, sales managers and salespeople typically sit down together to discuss the issues at hand. Internal sales meetings are less formal and involve collaborative discussions related to increasing sales metrics like increasing leads and meetings, building new pipeline, and closing more 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.
Often the client relationship spans multiple meetings and other communications: email, phone calls, and maybe even text messages.