{"id":7080,"date":"2024-06-03T14:41:40","date_gmt":"2024-06-03T14:41:40","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=7080"},"modified":"2024-06-03T14:41:42","modified_gmt":"2024-06-03T14:41:42","slug":"10-steps-to-a-successful-sales-meeting-with-an-agenda-template","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/10-steps-to-a-successful-sales-meeting-with-an-agenda-template\/","title":{"rendered":"Effective Sales Meeting Guide: 10 Steps with Agenda Template"},"content":{"rendered":"\n<p>As a sales leader, meetings with your whole team of reps can be a valuable health check for your business \u2014 but they can also waste salespeople\u2019s valuable selling time. Make the time together count by developing the right agenda, sharing critical updates and fostering group discussion, while leaving simpler updates for email.<\/p>\n\n\n\n<p>Prepare for, refine and polish your next sales meeting agenda with the advice in this article. You\u2019ll be running efficient meetings for your team in no time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-a-sales-meeting\">What is a sales meeting?<\/h2>\n\n\n\n<p>First off, let\u2019s define a sales meeting. A sales meeting is an internal check-in between sales leaders and sales reps at a company. In contrast to an external-facing meeting, like a sales call or sales pitch, this meeting is for internal attendees only and meant to give sales team members the information they need to do their jobs well. Typically sales leaders (sales manager, director or head of sales, chief revenue officer) run the meeting and sales reps will attend. Leaders highlight important updates that could include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Current sales performance<\/li>\n\n\n\n<li>What\u2019s top of mind for leaders<\/li>\n\n\n\n<li>Competitive insights<\/li>\n\n\n\n<li>What the team\u2019s next priorities should be<\/li>\n<\/ul>\n\n\n\n<p>Your own meeting agendas will differ based on whether you\u2019re running a weekly sales meeting, a quarterly review, an annual sales kick-off or something else. But these 10 tips will help you stay on track, show respect for your team, and be as efficient as possible in your sales meetings, no matter what you\u2019re discussing.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-simplify-the-agenda-and-goal\">Agenda Simplification: Setting Goals for Effective Sales Meetings<\/h2>\n\n\n\n<p>Make sure you and your team know what you\u2019re meeting about in crystal-clear terms. For instance, is it a quick standup to discuss progress on a specific key performance indicator (KPI), or a critical end-of-quarter meeting to see who needs help closing deals?<\/p>\n\n\n\n<p>Don\u2019t call your salespeople together without a clear agenda and a few simple objectives. Pulling salespeople into a meeting takes them away from combing through leads, putting together emails and pitch decks and, ultimately, growing revenue.<\/p>\n\n\n\n<p>Once you\u2019ve developed your agenda and goals, decide who should speak to each topic. Work with the presenters in advance to answer these questions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who will kick off the meeting?<\/li>\n\n\n\n<li>Who will present their screen, if needed?<\/li>\n\n\n\n<li>How will you handle transitions?<\/li>\n\n\n\n<li>Will you save questions for the end or answer them throughout?<\/li>\n\n\n\n<li>Is there a key call to action (CTA) you want every meeting attendee to take away?&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Send the agenda to attendees ahead of every meeting. It can be a loose outline, but this will show everyone that you\u2019re focused on making solid use of their time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-troubleshoot-technology\">Tech Troubleshooting: Ensuring Smooth Operations in Sales Meetings<\/h2>\n\n\n\n<p>Whether you\u2019re presenting remotely or in person, work out any technological kinks in advance. Computer updates should be completed, software should be downloaded, and unnecessary programs or chats should be closed.<\/p>\n\n\n\n<p>You don\u2019t want glitches eating into your time and derailing your meeting, so ask meeting presenters to meet a few minutes early to test the full set-up. That pre-work may only take 10 minutes, but it pays off. If it\u2019s just you running the meeting, you can do the same thing on your own: test your equipment and go through the presenting motions just as you would during the real thing.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-start-and-end-on-time\">Start and end on time<\/h2>\n\n\n\n<p>Respect your team\u2019s time by keeping the meeting on schedule. Sales reps meticulously plan their days so they can squeeze in the maximum number of customer calls and emails, so set the tone so that your meeting cadence reliably sticks to its time slot.<\/p>\n\n\n\n<p>If you\u2019ve noticed that previous meetings have tended to go over time, consider saving questions or comments for designated moments in the meeting or reducing the number of topics each meeting covers. Regularly review your standard sales meeting agenda by asking for attendee feedback to learn which topics are most valuable. You don\u2019t want to cut important conversations short, but you also need to keep an eye on time \u2014 it\u2019s a delicate balance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"sales-meeting-agenda-sample-template\">Sales meeting agenda: sample template<\/h2>\n\n\n\n<p>This template agenda is a good place to start. It\u2019s packed with items, so you\u2019ll need to make sure you\u2019re disciplined in keeping to time.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-meeting-details\"><b>Meeting details<\/b><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Meeting date and time<\/li>\n\n\n\n<li>Attendees<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-brief-the-team-5-minutes\"><b>Brief the team: 5 minutes<\/b><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Company updates that affect the sales team<\/li>\n\n\n\n<li>Follow up on questions from the last meeting<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-team-discusses-their-updates-and-obstacles-10-minutes\"><b>Team discusses their updates and obstacles: 10 minutes<\/b><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Discuss major leads<\/li>\n\n\n\n<li>Break down current metrics<\/li>\n\n\n\n<li>Status report<\/li>\n\n\n\n<li>List potential hurdles<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-amplify-key-wins-5-minutes\"><b>Amplify key wins: 5 minutes<\/b><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Praise sales reps who appreciate public recognition \u2013 make sure praise is for specific events<\/li>\n\n\n\n<li>Allow others to share appreciation<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-invite-ideas-questions-and-innovation-5-minutes\"><b>Invite ideas, questions and innovation: 5 minutes<\/b><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Exchange thoughts and ideas<\/li>\n\n\n\n<li>Motivate and encourage the team<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-decide-on-next-steps-5-minutes\"><b>Decide on next steps: 5 minutes<\/b><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Appoint individuals to take ownership of action points from meeting<\/li>\n\n\n\n<li>Set expectations for next meeting<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-close-meeting\"><b>Close meeting<\/b><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-choose-the-right-cadence\">Finding the Right Frequency for Sales Meetings<\/h2>\n\n\n\n<p>Make every instance of your meeting count or risk your team joking that they survived another meeting that could have been an email. Indeed, email can be an effective, concise way to communicate with your team when it comes to quick company updates or plan changes.<\/p>\n\n\n\n<p>The timing and cadence for sales meetings is crucial. If you have a daily standup or other recurring meeting, consider pivoting to a less-frequent timeline if you notice you\u2019re covering non-essential items.<\/p>\n\n\n\n<p>Alternatively, don\u2019t feel pressured to meet every time you initially planned to meet. If you cancel a meeting when you didn\u2019t have important updates to share, those bonus minutes given back to the team will be applied to meaningful work. Tell your team why you\u2019re cancelling \u2014 \u201cThere are no important items for discussion today and I\u2019m sure you could all use this time productively\u201d \u2014 and your team will appreciate that you\u2019re not holding meetings just for the sake of it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-brief-the-team\">Brief the team<\/h2>\n\n\n\n<p>As the leader, it\u2019s your job to update the team on anything you\u2019ve learned that might not have been passed on to them yet, especially if it\u2019s been a while since you last met.<\/p>\n\n\n\n<p>Brief everyone on any pricing changes, sales forecasting updates, product news, leadership shifts, or other integral information that could affect how they sell. Follow up on any issues or questions from past meetings, too.&nbsp;<\/p>\n\n\n\n<p>This part of the sales meeting can run the risk of taking up a lot of time. If a topic has the potential to run too long, consider having a special meeting to tackle it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-ask-the-team-to-discuss-their-updates-and-obstacles\">Open Discussions: Sharing Updates and Addressing Challenges in Sales<\/h2>\n\n\n\n<p>When you\u2019re all together in a sales meeting, it\u2019s often helpful to have everyone share what\u2019s working and what\u2019s not. Touch base on leads and accounts, how key conversations are going, and everyone\u2019s overall status report regarding hitting their quotas and KPIs.<\/p>\n\n\n\n<p>On top of progress, listen for any roadblocks. As a manager, if members of your team are hitting obstacles, you need to be aware so you can help clear the path for success.&nbsp;<\/p>\n\n\n\n<p>Once you know what\u2019s going well and what needs additional focus, you can develop an action plan with individual team members or a larger group.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"7-amplify-key-wins\">Celebrating Wins: Recognising Successes<\/h2>\n\n\n\n<p>Did a team member close a big deal? Surpass their quota six months in a row? Set aside time in your sales meeting agenda specifically to give them kudos. Most people appreciate being recognised, and it\u2019s good for the entire organisation.<\/p>\n\n\n\n<p><a href=\"https:\/\/trailhead.salesforce.com\/en\/content\/learn\/modules\/manage_the_sfdc_way_motivate_and_champion\/motivate_and_champion_recognizing_others\" target=\"_blank\" rel=\"noopener\">Recognition is a good motivator<\/a> for both the individual being recognised and the team as a whole. According to a survey from the Society for Human Resource Management (SHRM) and Globoforce, 68% of HR professionals believe employee recognition has a positive impact on retention, and 56% believe recognition programs help with recruitment. On top of that, employees who feel they\u2019re regularly recognised by their employers are 109% more likely to stay with their organisation.<\/p>\n\n\n\n<p>Be specific in your praise, too. Saying you appreciate that someone took the time to onboard a client who needs more attention than usual will mean more than a generic \u2018good job\u2019 \u2014 and is far more instructive for other team members looking to improve their performance. Of course, not everyone likes being publicly singled out, so make sure you\u2019re giving team members credit in the formats they prefer. You can vet this with each rep in one-on-one meetings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"8-make-space-for-ideas-questions-and-collaboration\">Make space for ideas, questions and collaboration<\/h2>\n\n\n\n<p>Your sales meeting agendas should always include time to exchange thoughts as a group. These meetings aren\u2019t only about what you want to communicate; they\u2019re also a way for team members to learn from each other and build on each other\u2019s best practices.&nbsp;<\/p>\n\n\n\n<p>For example, you exchange ideas on:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Better sales and marketing or sales and service alignment<\/li>\n\n\n\n<li>Remote selling tips<\/li>\n\n\n\n<li>New positioning of your products or services<\/li>\n\n\n\n<li>Partnering with other peers or vendors in your industry<\/li>\n\n\n\n<li>Your competitors and how they\u2019re selling, marketing or pricing their products<\/li>\n\n\n\n<li>Shaping goals for the next quarter or year<\/li>\n<\/ul>\n\n\n\n<p>Focus on topics that will be relevant to most salespeople in the meeting so they don\u2019t start tuning out or attempting to multitask.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"9-decide-on-next-steps\">Decide on next steps<\/h2>\n\n\n\n<p>As you work through each item on your sales meeting agenda, clarify any action items and who\u2019s responsible for following up each. No one should leave the meeting feeling ambiguous about next steps.<\/p>\n\n\n\n<p>Team members can be responsible for following up with their own prospects and customers. However, if there are other department-wide needs raised during the meeting, such as talking to the finance team about a new promotion or discussing a new lead-generation campaign with marketing, you should designate a point person. This way, important items won\u2019t fall through the cracks. Make it clear which updates you want the team to bring to the next meeting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"10-motivate-the-team\">Motivate the team<\/h2>\n\n\n\n<p>Sales can be hard. This profession requires patience, salespeople need to handle a lot of rejection, and mistakes will be made from time to time. Sometimes the market slows down and prospects just aren\u2019t biting. No matter the reason why times are tough, the team as a whole \u2014 or individual sales reps \u2014 will struggle sometimes.<\/p>\n\n\n\n<p>During these times, it\u2019s your opportunity as a leader to address issues head on and communicate authentically with the team. If you share why you\u2019re still inspired and motivated about the team\u2019s work, others will be motivated, too. Carve out time in your agenda to do that when times get tough.&nbsp;<\/p>\n\n\n\n<p>Even in easier times, fun and positive ways to motivate your team abound. You can introduce games and contests to celebrate what\u2019s going well, and award unique prizes for different milestones.<\/p>\n\n\n\n<p>However you\u2019re going, remember this simple fact \u2014 tough times don\u2019t last, but tough sales teams do.<\/p>\n\n\n\n<p>For more advice and insights on sales leadership from the best in the business, download the <b>21 Pro Tips for Sales Leaders e-book<\/b> and start transforming the way you sell.<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">21 Pro Tips for Sales Leaders<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Lead your team to sales success from anywhere<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/au\/resources\/guides\/21-pro-tips-for-sales-leaders\">Get started<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<p><em>This article was updated in July 2022<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Optimise sales meeting agendas with a template. Efficiently engage teams, discuss updates, and set clear next steps\u2014maximise time and drive results.<\/p>\n","protected":false},"author":1,"featured_media":7088,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[15,106],"sf_content_type":[],"coauthors":[307],"class_list":["post-7080","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-sales","sf_topic-sales-strategies"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Sales Meeting Agenda Template: 10 Key Steps | Salesforce Asia<\/title>\n<meta name=\"description\" content=\"Optimise sales meeting agendas with a template. 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