Sales meetings can make or break your week. They can solve problems, raise new issues and introduce sales strategies and action plans. Valuable time is spent in sales meetings – time that your sales staff would rather spend closing that special account or prospecting for new clients. So it is extremely important to present a sales meeting that is productive – a meeting that your staff will see as a wise use of their time. Sales meetings should anticipate sales problems and solve them before they occur out in the field.
The first step in planning a sales meeting is to ask yourself what you want the meeting to accomplish. Do you want your staff to:
Develop more leads?
Upsell existing accounts?
Manage their time better?
Prospect in new territories?
Introduce a new product or service?
Team sell big accounts?
After you have your meeting goals, start with a written agenda. An agenda provides three advantages. First, you can organize the sales meeting and prioritize topics. Second, you can use a written agenda as a leadership tool. After each item is discussed, check it off. When the conversation strays away from a topic, use the agenda as a steering tool to get the sales meeting back on track.
Third, use the agenda as a guide for the meeting’s participants. You may want to hand out the agenda a day or two before the sales meeting, then your sales staff can collect their thoughts about the topics and become active participants. On the other hand, you may keep the agenda to yourself to provide the appropriate “shock value.” The choice is up to you.
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