VXI Logo

 Webinar: Tuesday, April 29th @1pm

Winning at Retention-

 Proven Strategies to Reduce Cancellations, Winback Customers & Drive Lifetime Value

Your Sales Meeting’s Agenda Can Lead to More Productive Sales Meetings

By virginia johnson

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.



Follow these seven guidelines to prepare a more effective agenda for your next sales meeting.

1. Concentrate on a few related major points or issues. If you must deal with a number of unrelated issues, schedule fewer topics and consider two sales meetings instead of one.

2. Organize the meeting but not so tightly that it precludes full participation by your sales staff.

3. Distribute your sales meeting agenda in advance, if you want your staff to prepare ahead of time. Two days before the meeting is usually sufficient. For a sales meeting that requires extensive planning, distribute the agenda a week or more ahead of time.

4. Indicate on the agenda who will attend, along with the specifics of the time and place.

5. Make your agenda an upbeat document. Reflect opportunities, not problems. If you call the sales meeting to solve a difficult problem, there is little point in burdening the participants with a sense of doom before the meeting begins. Present your staff with an opportunity to solve the problem, no matter how challenging it is. Help them develop this attitude as they approach the meeting place.

6. Never open your sales meeting with negative statements like, “This is the third meeting on this subject after two meetings with poor results.” Avoid any statement that automatically classifies the meeting as mundane or routine, such as opening the agenda with “As usual, we will…”

7. Make sure your agenda is specific about time. Indicate the starting and stopping time and also the time allocated for each presentation or topic of discussion. Keep to this schedule.

These seven guidelines can help you make your sales staff look forward to the meeting rather than dread it. Organized and productive sales meetings help your staff pull together to win the race to close more sales!