Sales Meeting Agenda Template for Meeting with Customers
A simple and clear agenda that sets the tone for an effective meeting between your sales team and your prospective customers.
Why use this template?
When I first started in software sales, I did not use a sales meeting agenda template. It resulted in many unproductive and quite frankly, unprofessional meetings that cost us some business.
I now train our entire sales team to use sales meeting agenda templates. It's a fundamental building block to standardizing an entire sales process.
Every meeting must serve a purpose, especially in B2B SaaS sales.
Your buyer is most likely smart and busy.
A sales meeting agenda template is a simple way to improve conversions throughout your sales process. You'll ensure you use everyone's time most productively.
What's inside the template
I have outlined the meeting template below. Here is a simple step by step guide on how to use the template most effectively:
- Add this template to you cart. Add as many templates as you want. Then checkout.
- Receive an instant download of the template.
- Replace the blank fields with the right information for your business.
- Save this template and share it with your entire team to use.
- Create a standardized agenda for each stage in your sales process.
- Train your entire team on how to use each of them.
- Measure to whether your team is using them.
- Monitor changes in your avg. # of days from MQL to closed-won and your MQL and SQL to closed-won conversion rates.
That's it!
How to use this template
Add the template to your cart. When you checkout, you will immediately receive a link to the Google Doc to copy the Sales Meeting Agenda Template.
My hope is that you will be able to train your entire team on this process. They'll love it when they start converting more opportunities into closed-won deals. You'll love that too.
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“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
