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How to use this template for your next
Sales Intro Call
Engage and educate the prospect. The objective of this agenda is to get the prospect to want more information, demo, executive summary, and determine whether they are a good fit.
Use this template from Robert Canchola at Clubspeed to level up your sales process.
Similar meeting templates
Sales Stand-Up
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:
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Sales Call
What are you selling and to who?
Don't forget this fundamental question to ensure your call achieves its outcome.
What is the customer looking for? Why?
Consider the job-to-be-done. What is the customer looking to achieve?
How many users will they have? Who will be using the product?
Which roles, types of users and departments?
What are they using today?
Which product, solution or workaround will your product be replacing?
What are they comparing your product to?
This is an important consideration so you can convey value over the alternative.
What questions did the customer have? How did you answer them?
Make sure you capture these questions to understand what the customer needs to know, and how you could improve your pitch next time.
Any product feedback to note?
Sales calls are a great source of bugs, feature requests, and improvements to pass on to the rest of the team.
Sales Conversation
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.
