Sales Meeting Agenda Template for Meeting with Customers

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.

I have outlined the meeting template below. Here is a simple step by step guide on how to use the template most effectively: 

1. Add this template to you cart. Add as many templates as you want. Then checkout.
2. Receive an instant download of the template.
3. Replace the blank fields with the right information for your business.
4. Save this template and share it with your entire team to use.
5. Create a standardized agenda for each stage in your sales process.
6. Train your entire team on how to use each of them.
7. Measure to whether your team is using them.
8. 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!

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.

Here are more templates to try as well: 

• Sales Order Form Template
• Sales Battlecard Template
• Sales to Customer Success Email Handoff Template
• VP of Sales & Marketing Template Bundles