End of Sales Contract Meeting Agenda

A meeting agenda makes you look like a professional. An end of sales contract meeting is a professional way to end a business relationship - and just might be your secret weapon to renew the contract!

  • Purpose: Close-out and review the success and failures of the two company's business relationship 

    See description

  • Distribute a written agenda prior to the meeting

    See description

  • Have key players on your team present, and invite the client's key players

    See description

  • Intro: 

    See description

  • Introduce all participants and their role

    See description

  • Review the contract timeframe, budget and goals

    See description

  • Key Points:

    See description

  • Present specific, measurable outcomes of the goals and budget 

    See description

  • Discuss why certain goals were not met, and what was adjusted midstream to meet the goal

    See description

  • Define your biggest accomplishments and successes on the contract 

    See description

  • Point out any opportunities you've identified for the client 

    See description

  • Closing: 

    See description

  • Explain your transition strategy 

    See description

  • Provide client with all relevant documents, data and passwords

    See description

  • Provide client with all relevant documents, data and passwords

    See description

  • Offer client names of potentially useful resources and contacts 

    See description

  • Ask the client if there is anything else you can do to facilitate their transition to a new vendor, product or relationship

    See description

  • Thank the client for their business, and wish them luck 

    See description

  • After the Meeting: 

    See description

  • Send the client a thank you note documenting your end of contract meeting, your offer to provide all relevant documents, and thanking them for their business 

    See description

  • Conduct a client exit survey 

    See description

  • Clients leave, and clients come back. Demonstrating professionalism and cooperation in an end of contract meeting can open the door to future business and recommendations. 

    See description

  • Purpose: Close-out and review the success and failures of the two company's business relationship 

    See description

  • Distribute a written agenda prior to the meeting

    See description

  • Have key players on your team present, and invite the client's key players

    See description

  • Intro: 

    See description

  • Introduce all participants and their role

    See description

  • Review the contract timeframe, budget and goals

    See description

  • Key Points:

    See description

  • Present specific, measurable outcomes of the goals and budget 

    See description

  • Discuss why certain goals were not met, and what was adjusted midstream to meet the goal

    See description

  • Define your biggest accomplishments and successes on the contract 

    See description

  • Point out any opportunities you've identified for the client 

    See description

  • Closing: 

    See description

  • Explain your transition strategy 

    See description

  • Provide client with all relevant documents, data and passwords

    See description

  • Provide client with all relevant documents, data and passwords

    See description

  • Offer client names of potentially useful resources and contacts 

    See description

  • Ask the client if there is anything else you can do to facilitate their transition to a new vendor, product or relationship

    See description

  • Thank the client for their business, and wish them luck 

    See description

  • After the Meeting: 

    See description

  • Send the client a thank you note documenting your end of contract meeting, your offer to provide all relevant documents, and thanking them for their business 

    See description

  • Conduct a client exit survey 

    See description

  • Clients leave, and clients come back. Demonstrating professionalism and cooperation in an end of contract meeting can open the door to future business and recommendations. 

    See description