Key elements of a successful sales meeting agenda
The exact sales meeting agenda template varies depending on the needs of your sales team. For example, reps focused on face-to-face or B2B sales will have different concerns than those focused on inside sales.
However, a standard sales meeting agenda will contain the following key elements:
Each meeting should start with a brief outline of the goals you aim to achieve before the end of the allotted time. Ideally, everyone has already reviewed the agenda, so you will not need to spend too much time in this area.
A sales manager may want to give the meeting a positive spin. They can accomplish this by mentioning any successes or singling out a sales team member for their performance or effort during the previous week. Amplifying these wins can help boost morale and provide inspiration for the coming week.
Review numbers and action items from last week
The next step is to review performance against benchmarks and action items set during the previous meeting. Though you do not want to get bogged down in these details, they are important to give the meeting context.
This part of the meeting gives sales reps a chance to provide input on current sales process strategies. These insights can help focus the conversation on the next parts of the meeting.
Team members can have time to speak during this part of the meeting, but you can also provide reports based on analytics to show how the team actually performed compared to any benchmarks or focus areas set during the previous meeting.
Plan for the coming week
After reviewing performance, you have the feedback and insights to make any adjustments to goals or strategies for the coming week and future meetings.
During this part of the meeting, you clearly define what these benchmarks and expectations are for the next week. You will also outline the strategies and process the team will use to meet the goals.
Discuss new products/services
The next step is to discuss new products and services the team needs to promote in the coming week. Focus on unique selling points, strategies, and target markets for these new items.
To prepare for this part of the meeting, you can collect data from the CRM database to identify potential leads or customer traits of people who will benefit from these new offerings.
Discuss challenges and obstacles
The team can then discuss how to deal with current challenges and predict roadblocks that could come up in the next week.
One of the goals of every sales meeting should be to address such obstacles. Though you may not be able to completely solve the problem by the end of the meeting, you can clearly define the problems and offer solutions to test during the coming week.
A portion of each sales meeting should open the floor up to questions. Sales reps can inquire about specific aspects of the plan or strategy for the coming week. Such Q&A sessions are worthwhile because they allow reps to seek clarification that could help improve performance.
You can end each meeting by reviewing the goals and strategies to achieve them and defining the specific steps that the sales team members should take over the coming week before the next meeting takes place.