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Sales & Partnerships

Agenda Templates

The best meeting agenda templates for aligned, forward-thinking teams

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Borrow best practices from leading teams

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Sales Conversation

Conversations are crucial for your sales funnel. Steer your discussions the right way with this meeting agenda template.
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Sales Conversation
,  Wednesday, August 18
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Objective

What is the purpose of this meeting? How does it factor into our sales funnel? Is it for initial awareness or to close the sale? List any objectives or main talking points.

Quick Review

Give an overview of where this lead is in our sales process. Mention key context (goals, pain points, how our solution helps, timeline, etc.) that would allow other team members to gain an up-to-date, accurate understanding of the prospect.

Information Shared

What new information or material did you provide the prospect during this sales conversation?

Feedback

How was the new information received by the prospect? What was their response?

Positive Highlights

Note any substantial progress made during this sales conversation.

Risks & Red Flags

Identify any potential issues or concerns that could lead to prospect disengagement or undermine the sales potential.

Other Helpful Notes

Are there any other discussion points you should note and share with colleagues? Mention any changes or new information that could affect the sales or implementation process.

Main Takeaways

Where does the prospect now stand in our sales process? Why?

Take Action

What are the next steps? Share key information and actionable steps with your team and the prospect if necessary.

Partnership Check-In

Cultivate collaborations that benefit both businesses with our partnership check-in agenda.
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Partnership Check-In
,  Wednesday, August 18
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Objective

What is the purpose of this partnership check-in? To review current initiatives? To explore new opportunities?

Progress & Performance Review

What is the current status of the partnership and its associated initiatives? Share recent progress, key highlights, and relevant data since the last partnership check-in. What's working well? What could improve?

Opportunities to Increase Value

Did you identify any new opportunities to increase the value of the partnership or ensure its success?

Risks / Red Flags

What red flags were evident? What blockers are in the way of project progress? Is the partnership at risk? Did the partner share any concerning feedback?

Key Takeaways

What were the main insights from this check-in? Note and share them here.

Next Steps

Where to from here? Clarify next steps for both parties, who's completing them, and when they should be done by. Note this information here to share.

Next Meeting

Set a date and time for your next partnership check-in.


Partnership Discovery

Finding great partnerships can be one of the hardest parts of business. Use this meeting notes template to streamline the process.
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Partnership Discovery
,  Wednesday, August 18
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Potential Partner Information

Industry/Sector:

Company Size:

Potential Partner Background

What problem does the potential partner solve for their clients? What are their past successes? What's their reputation?

Partnership Objectives

What do we want to achieve with this partnership? What does the other party want to achieve?

Opportunity / Potential Value

What is the opportunity for both of our organizations? What value do we provide each other? How do we help each other achieve our respective objectives?

Defining Success

How does each party define success? What are the steps required from each of us to accomplish this? What will be the criteria to measure success?

Timeline

What is the timeline for this collaboration? When would each party have to deliver by?

Work & Communication Style

What is each party's ideal working relationship? What is the best way to contact each other?

Risks / Red Flags

Were any key factors identified that could block progress or prevent the partnership from being successful?

Likelihood

Do you believe this partnership is viable and should occur? What is the partner's level of interest?

Key Takeaways

What were the main insights from this partnership discovery meeting? Note and share them here.

Next Steps

Where to from here? Clarify and list all actionable steps for both parties, who's completing them, and when they should be done by. List all actionable steps here to share.

Sales Stand-Up

Get your sales team aligned and keep track of action items. Use this meeting template agenda for effective stand-ups.
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Sales Stand-Up
,  Wednesday, August 18
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Team, Product, and/or Company Updates

Create urgency; remind team of upcoming due dates and sales deadlines. 

Announce product changes. Welcome new team members. Provide other updates relevant to the day-to-day (i.e. company holidays, policy changes, staff vacations, etc.)


Coaching

Review one to two potential sales, system or process improvements (i.e. maximizing sales tools, writing great emails, etc.)


Celebrate Small Wins

Provide an update on who has been hitting their numbers. Recognize top performers.


Motivate

Share thought-provoking insights, quotes, or other motivational content. Get the team thinking high-level.


Takeaways

What will you take away from this meeting into your day? Open the floor for reps to share their takeaways for the day’s stand up. 

 

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Action items:



Notes:


One-on-One: Sales Leader and SDR

Guide your SDRs to drive success for your whole sales team.
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One-on-One: Sales Leader and SDR
,  Wednesday, August 18
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Kickoff question

Start with an open-ended question. How was last week? What’s been working well for you lately? 


Celebrate Wins

What have we accomplished since our last meeting? Note progress on important accounts or sales targets.


Problem Solving

Are you facing any specific problems? How can we solve them? What support do you need? Problem-solve specific situations and create action items.


Evaluate and Provide Feedback

How are we doing? Are we headed in the right direction? How can we (SDR and/or Sales Leader) be better? 


Personal and Professional Growth

Are we supporting your personal and professional goals? If not, how can we? 


Open Floor

Provide time for open discussion. Is there anything else you want to talk about? 


Follow-Up

How will we keep in touch and stay up-to-date about progress? Should we schedule another one-on-one?


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Action Items:



Other Notes:


Sales Qualification

Identifying ideal customers isn't easy. Simplify the process with our sales qualification template.
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Sales Qualification
,  Wednesday, August 18
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Background

Get a high-level overview of the lead to gauge how well they match your ideal customer profile. What do they do? What industry are they in? How big is their company?

Context

How did they find out about us? What compelled them to approach us? Are they a referral? Did they see an ad?

Define Success

What are the prospect's main objectives and ideal outcomes (both qualitative and quantitative)? How does our product help?

Pain Points

What are the prospect's main pain points right now? Why are they seeking a solution now? What prevented them before?

Competition

How are they dealing with these challenges? Do they currently use any competing products or vendors? What other solutions are they evaluating?

Why Our Solution?

What unique value does our solution provide for the prospect? What benefits or features are they most interested in?

Timeline

What is the timeline for implementation? When does the potential customer need a solution in place by?

Budget

What are they currently spending on this issue? Do they have a budget allocated for it? If not, when do they expect they will?

Causes for Concern

Has the potential customer raised any concerns about our offering? What obstacles could crop up and derail implementation? How can we address these?

Other Helpful Notes

Are there any other topics or discussion points you should note and share with colleagues?

Main Takeaways

Do you qualify this lead as an ideal long-term successful customer? Why or why not?

Take Action

What are the next steps? Share key information and actionable steps with your team.

Customer Launch

Reduce time to value and drive better results with this customer onboarding template.
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Customer Launch
,  Wednesday, August 18
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Define Success

What are the customer's main objectives and ideal outcomes? How does our product help? What challenges does it solve for them?

Implementation Strategy

Outline your process for achieving these primary goals. Include actionable steps toward time to first value and milestones afterward. The process should lead back to and align with their ideal outcomes as closely as possible.

Important Information

What features, processes, or aspects of your product does the client need to understand during the customer onboarding process? How can we make this as simple and stress-free as can be?

Set Expectations

Set expectations for each step of the customer onboarding process. Are there any potential setbacks or sticky points the client should be aware of? How will our team help?

Introduce Key Players

Introduce or brief the client on key team members they may interact with during their customer onboarding journey. Who can they reach out to with questions or concerns?

Customer Concerns / Risks

Did any issues or concerns arise during the customer onboarding meeting that could jeopardize engagement or retention? How can we mitigate these risks?

Opportunities to Increase Engagement

Were any opportunities to increase spend or engagement identified during the initial customer onboarding meeting?

Main Takeaways

Create a list of takeaways for both your team and the customer. Assign actionable steps to your team. Share key information and implementation process with the customer.

Follow-Up

How will we keep the customer in the loop? Should we schedule a check-in?


One-on-One: Sales Executive

Sync up with sales leaders and executives in a 1:1 meeting to build a stronger sales machine.
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One-on-One: Sales Executive
,  Wednesday, August 18
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Business Update

Review sales targets and performance goals against actual performance. Contextualize the numbers. Review your position in the competitive landscape—are we where we want to be?


Analyze Obstacles and Successes

What’s working? Can/should we invest more in what’s working? 

What’s not working? Should we change course? What needs to happen to make it work? (i.e. more resources, alternate organizational structure, etc.) 


New Opportunities

What new market opportunities have us excited? How can we capitalize?  


Upcoming Initiatives

What new sales and marketing campaigns are coming up? Do we have the proper resources in place to execute on these initiatives?


Open Floor

Provide time for open discussion. Is there anything else you want to talk about? 


Follow-Up

Should we schedule another one-on-one?


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Action Items:



Other Notes:


Sales Meeting Agenda

With this team meeting agenda template, transform your weekly sales catch-ups into better insights.
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Sales Meeting Agenda
,  Wednesday, August 18
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General Review

Share updates on overall progress, key metrics, and anecdotes to give your team an up-to-date understanding of current initiatives.

Individual Reports

Let each team member provide a quick update of deal statuses, outreach progress, and other endeavors since the last sales meeting. Note any key information here.

Positive Highlights

Acknowledge big wins and milestones accomplished since the last meeting. What valuable lessons were learned?

Roadblocks & Concerns

Have any issues or challenges come up since the last team catch-up? How can we help solve them?

New Information

Cover any new information the team should be aware of. This includes company announcements, industry news, and any unforeseen developments.

Education & Resources

Are there any new metrics, trends, customer feedback, or market influences we should be aware of? Are there any resources that would help the team understand these concepts better?

Other Important Notes

Was any other valuable information shared? It does not have to be directly related to the meeting topic. Summarize these discussion points here.

Main Takeaways

What were the main insights from this sales meeting? Include key decisions made, progress reports, and any opportunities or issues that should be shared.

Take Action

What are the upcoming objectives for the entire team as well as each individual? Clarify next steps, who's completing them, and when they should be done by. Note this information here to share and assign.

Follow-Up

How will we keep in touch and stay up-to-date about progress? Should we schedule another meeting?

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