Sales Meeting Agenda

Sales Meeting Agenda Example Included

A sales meeting agenda is critical to your success as a sales person. Sales meeting agendas are simple to implement into your sales behavior immediately. First sales meeting agendas are obviously important; however, only using an agenda for the first meeting is a catastrophic mistake that can result in major oversights. What many sales reps do not realize is that putting an agenda in your meeting invite will massively help reduce the “no show” rate of ALL your meetings throughout the Sales Process.

Meeting Agendas Ensure your customer knows what the meeting about

This is due to your customer knowing what the meeting is going to be about and realizing that there is a strong reason or importance to showing up. Sales meeting agenda topics will vary based on where you are in the Sales Process. 

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Here is an example of a first sales meeting agenda:

  1. Introductions
  2. Learn more about your business goals and challenges
  3. Discuss ’s approach to
  4. Determine if we can help your business
  5. Set up mutual next steps (if applicable)

 Want Meeting Agenda Examples for each step of the sales process?

Creating a sales meeting agenda and sending it 24 hours prior to your meeting to ask for feedback is a great way to drive participation from your customer, which makes them stickier and more likely to show up to your meeting.


The Sales Guide for Sales Reps provides sales meeting agenda examples that map back to every stage of the Sales Process. The guide will also provide ways of using these sales meeting agendas in your meeting prep checklist and as a way for managers to understand what is going on with your deals without having to ask you! Stop guessing and start succeeding! 

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About Emily- The Author

I have been selling software for nearly 13 years and have been the #1 sales rep at every organization I have been apart of. I would often outsell entire sales teams of 4-5 reps in a given month or quarter. I am not some kind of sales prodigy or savant. The reason I am good at sales and was the top sales rep, was because I LEARNED how to do it. SALES IS 80% learned and 20% innate skill. Writing these guides is my way of giving back to the community and giving Sales Reps and Sales Leadership easy yet effective tools to increase revenue.



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