Sales & Partnerships

Meeting Templates

The ultimate pack of customer success meeting agenda templates

Sales & Partnerships
Contributed
New Partner Discovery Meeting
Template by
Productboard
Billy Robins
Head of Strategic Partnerships
at
Productboard
Billy Robins
Team Structure

Team Structure

  • How is their sales team aligned?
  • Employee bands; geographies; verticals
  • How do they work with Marketing?   
  • Do they have their own Marketing in BD?

Company Focus

  • Who is their buyer?  User?
  • Verticals where they are strong?
  • Prototypical customer (company brand)?
  • Who are their biggest competitors?

Partners 

  • How do you segment partners?  How do your colleagues think about working with partners?
  • Who are your strongest partners?  What’s the GTM motions with those partners?

Timing + KPIs

  • Is there a specific forcing function that is creating this conversation now?
  • What are the key milestones and next steps?
  • How will you measure the success of this partnership?
  • What do you want to get out of this partnership?

Meeting Follow-up

  • What are the next steps?
  • Send clear action items + a note to the partner in email; assign any tasks in other software
  • Do you need to tell any internal stakeholders?
Contributed
Sales & Partnerships
Partnership Check-in
Template by
Zapier
Nick Valluri
Strategic Alliances Manager
at
Zapier
Nick Valluri
Key points to cover/know going in

Key points to cover/know going in

  • List out the most important information you need to know before entering the meeting (i.e. they're considering a competitor, we're making a major update to the integration, new key hire, etc.)

Agenda

  • Introductions
  • Mutual Progress and Roadmap Updates

May want to include company level updates that may be interesting/spur ideas or a product/service overview if appropriate

  • Integration Discussion

Product focused discussion on current or prospective integration

  • Go To Market Discussion

Co-marketing, how can we promote the partnership and/or how have promotions fared

  • Open Q&A

List your questions and any they may have had from prior convos

Takeaways

Raw notes go here before you consolidate in to bullet points

Next Steps

Contributed
Sales & Partnerships
Business Operations Planning
Template by
Mindsay
Guillaume Laporte
CEO & Co-Founder
at
Mindsay
Guillaume Laporte
🔥 Hot Deals

🔥 Hot Deals

What opportunities are on the table?

🤝 Existing client tasks

Provide updates on outstanding tasks with existing clients.

  • Task #1
  • Task #2
  • Task #3

🤑 Sales Enablement & Scoping

How should we prioritize and scope out next projects?


Sales & Partnerships
Contributed
New Partner Onboarding
Template by
Freshworks
Rajiv Ramanan
Director, Startup Program and Alliances
at
Freshworks
Rajiv Ramanan
Introductions

Introductions 

  • Introduce/greet attendees
  • Outline the agenda items 

Value proposition

  • Introducing your company and the products/services you provide 
  • Ask the partner to introduce their company and the products/services they provide
  • Discuss synergies and value proposition

Plan

  • Identify owners for a relationship at both ends
  • Draft joint business plan with owners and timelines. This should include an agreed-upon vision of success, steps required to achieve success, timeline, communication or reporting agreement etc

End

  • Setup follow up cadence, date and meeting
Sales & Partnerships
General Partner Meeting
Template by
Hugo
at
Hugo
Objective

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.

Sales & Partnerships
Contributed
Sales Intro Call
Template by
Clubspeed
Robert Canchola
Sales Executive
at
Clubspeed
Robert Canchola
Objective

Objective

To engage and educate the prospect.  The objective is to get the prospect to want more information, demo, executive summary, and determine whether they are a good fit.

Research

Research who are our customers in close proximity to them.  Know their contact names.

Agenda

Fill in the answers below during the call:

  • How did they hear about us?
  • What solutions are they using currently?
  • What are their future plans?
  • Etc.

Product Pitch

Explain value of your product and establish credibility if the fit is right

Next Steps

Record next steps for us and the prospect then add to Salesforce

Sales & Partnerships
Customer Success
Customer Hand-Off
Template by
Hugo
at
Hugo
Team Information

Team Information

Customer Success Manager:

Sales Team Member:

Other Key Stakeholders & Their Roles:

Customer Background

Customer Name:

Industry/Sector:

Company Size:

Contract Sign Date:

Contract Length:

Customer Goals

What is the main business objective of the customer? How do they generate revenue?

Why Our Solution?

What challenges or pain points does our product solve for the customer? What benefits or features are they most interested in?

Defining Success

How does the customer define success? What are the short-term objectives (and their steps) to help us get there?

Key Metrics

How do we measure success along the way? What metrics (such as Average MRR, # of Users, and other KPIs) should be discussed?

Work & Communication Style

What is the customer's ideal working relationship? What is the best way to contact them?

Growth Opportunities

How can we tailor the product or experience to better suit the customer?

Red Flags & Risks

Is the customer migrating from a competitor? Why? Were there any hesitations or hiccups encountered during the sales process? How can we ensure these don’t happen during and after the customer handoff?

Next Steps for Team

List all actionable steps and the team member responsible for each one. Refer to "Defining Success" section for help.

Next Steps for Customer

What are the next steps for the customer? Is any training required?

Other Important Notes

Is there any other information worth sharing?

Sales & Partnerships
Sales Qualification
Template by
Hugo
at
Hugo
Background

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.

Sales & Partnerships
Sales Meeting
Template by
Hugo
at
Hugo
General Review

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?

Sales & Partnerships
BANT Sales Qualification Call
Template by
Hugo
at
Hugo
💰 Budget and priority

💰 Budget and priority

  • How does this solution fit in with other priorities that may impact your budget?
  • Is this solution a nice-to-have, need-to-have, or a must-have? 

🧳 Authority and decision making

  • Who are the key stakeholders (i.e., users, managers, execs) in this buying decision?

🙌 Need and impact

  • What problems are you hoping for this solution to solve?
  • What impact might solving these problems have on your business?

🕰 Timeframe

  • What are your time constraints for implementing this solution?
  • When do you need this service to be live? What happens if it’s not live by then?

Sales & Partnerships
One-on-one
One-on-One: Sales Leader and SDR
Template by
Hugo
at
Hugo
Kickoff question

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?

---

Action Items:


Other Notes:


Sales & Partnerships
Customer Launch
Template by
Hugo
at
Hugo
Define Success

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?

Sales & Partnerships
Sales Conversation
Template by
Hugo
at
Hugo
Objective

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.

Sales & Partnerships
Initial Partnership Meeting
Template by
Brex
Art Levy
VP of Business Development
at
Brex
Art Levy
Introduction (2 slides)

Introduction (2 slides)

  • Intro Slide -- summarize your business with clear metrics and elevator pitch
  • Priorities Slide -- your priorities on one side, your thoughts on Partner’s priorities on another side

Partnership Section (4 slides)

  • Partnership Vision --  “sell the long term dream”, graphics a plus
  • Benefits to the Partner -- detail why your ask would be good for THEM
  • Example of Past Partnership -- prior Partnership you’ve done + success metrics
  • Proposed Next Steps

Appendix I -- Company Background (up to 4 slides)

  • Three incremental intro slides
  • One Slide on your company response to COVID-19

Appendix II -- Current Company Partnerships (up to 4 slides)

  • If any relevant 
Sales & Partnerships
Sales Stand-Up
Template by
Hugo
at
Hugo
Team, Product, and/or Company Updates

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. 

 ---

Action items:


Notes:


Sales & Partnerships
Contributed
Sales Call
Template by
Salesflare
Jeroen Corthout
Co-founder
at
Salesflare
Jeroen Corthout
What are you selling and to who?

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 & Partnerships
Customer Success
Contributed
Sales/Customer Success Hand-off
Template by
Vitally
Jamie Davidson
Co-founder & CEO
at
Vitally
Jamie Davidson
Customer Account Information:

Customer Account Information: 

Company Name: 

Industry/Sector:

Company Size:

Contract Sign Date:

Contract Length:

Customer Team Information:

First touch: 

Most engaged user:

Buying Decision Maker:

Team who will be using the product the most:

Internal Team Information:

Customer Success Manager:

Sales Team Member:

Other Key Stakeholders & Their Roles:

Customer High Level Goals

What is the main business objective of the customer? How do they generate revenue?

Why Our Solution?

What challenges or pain points does our product solve for the customer? What benefits or features are they most interested in?

Is the customer migrating from a competitor? Why?

Defining Success (Customer)

How will the customer determine if our product is helping them meet their business goals? 

Defining Success (Internally)

What key metrics will we use to make sure the customer is healthy and we are successful? 

Some suggestions (find this information in Vitally):

NPS Score

Health Score

Average MRR/ARR

Number of Users

Product Usage

Product Setup

Work & Communication Style

What is the customer's ideal working relationship? What is the best way to contact them?

Growth Opportunities

How can we tailor the product or experience to better suit the customer? What features do we want to encourage the customer to use based on their business goals?

Red Flags & Risks

Were there any hesitations or hiccups encountered during the sales process? How can we ensure these don’t happen during and after the customer handoff?

Next Steps for Team

What do we need to do next to keep the customer healthy? List all actionable steps and the team member responsible for each one.

Next Steps for Customer

What are the next steps for the customer? Is any training required? More feature implementation?

Other Important Notes

Is there any other information worth sharing?

Note Actions

Add Vitally for the suggested metrics

Sales & Partnerships
Contributed
Customer Discovery Call
Template by
Bliinx
Fred Melanson
Founder and CEO
at
Bliinx
Fred Melanson
🎯 Learning goals

🎯 Learning goals

  • What makes the person/company lose opportunities? How many/times? How? Why?
  • What's making them lose time on a daily basis?  
  • What does their workflow look like? Internal structure? 

💬 More info

Include additional information and background about the customer if relevant


🔮 Magic wand 

Ask the customer what he wishes existed to solve the problem mentioned in the call. Why?


💻 Workflow tools

Document any notable tools or software that the customer relies on 


⭐ Next steps and commitments

Conclude note with next action items and any commitments made to the customer


Glossary for Emojis in notes

  • :) = Excited
  • :( = Angry
  • ⚡ = Pain point
  •  🥅 = Goal with solution
  • [x] = Obstacle
  • ⤴️ = Workaround
  • ✅ = Feature request/needed
  • 💲 = Budget 
  • 👤 = Key contact mentioned
  • ⭐ = Next steps/commitment (time, reputation or money)

Sales & Partnerships
Customer Success
Contributed
Effective Customer Meeting
Template by
Gradient Ventures
Darian Shirazi
Partner
at
Gradient Ventures
Darian Shirazi
Customer Roadmap

Customer Roadmap

Develop a roadmap with the customer and all stakeholders showing the pieces of the sales processes that have been started and which ones have been completed. Creating a framework that shows progress and what to expect creates transparency with your customer which leads to better customer outcomes.

Collaboration

Add all the stakeholders to a living document or collaborative meeting note platform and integrate it with your team's CRM (like Salesforce). Your customer should feel like they are a part of the process, whether that be the sales process or ongoing customer partnership.

Progress Updates

Keep a history of the progress along the roadmap to closing a deal to drive the deal. Great living roadmaps of all sales processes are essential to closing deals on time - in every sales process the customer controls the gas and you control the brake.

Questions

Make sure that a customer meeting never ends with a customer having doubts, questions or uncertainty. Encourage your customer to share any concerns, roadblocks or questions.

Next Steps

Where to from here? When's the next meeting? What should happen between now and then?

Sales & Partnerships
One-on-one
One-on-One: Sales Executive
Template by
Hugo
at
Hugo
Business Update

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?
--

Action Items:


Other Notes:


Sales & Partnerships
Partnership Discovery
Template by
Hugo
at
Hugo
Potential Partner Information

--

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.

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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.

Why you need a sales meeting agenda

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.

Sales Meeting Agenda Template FAQs

How do you structure a sales meeting?

To structure a sales meeting:

  1. Create an agenda including the meeting’s objective, topics, location, attendees, and action items.
  2. Circulate the agenda for review ahead of the meeting.
  3. Be brief. Use lots of bullet points.
  4. Start the meeting by establishing common ground.
  5. 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 productive sales team meeting?

Here are our top tips for leading a successful sales team meeting:

  • Start by using a sales team meeting agenda template
  • 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.
  • Encourage the sharing of ideas.
  • 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.
  • Track metrics and get competitive.
  • 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, 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.

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:

  1. Determine the purpose of the meeting and include it in your agenda.
  2. Identify the topics you need to discuss to fulfill the purpose of the meeting.
  3. Quantify how much time should be dedicated to each discussion topic.
  4. Include a list of the attendees required to attend the meeting.
  5. Start your meeting agenda on a positive note by celebrating wins.
  6. 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. 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.


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