End of Sales Contract Meeting Agenda

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

• Distribute a written agenda prior to the meeting

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

• Intro: 

• Introduce all participants and their role

• Review the contract timeframe, budget and goals

• Key Points:

• Present specific, measurable outcomes of the goals and budget 

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

• Define your biggest accomplishments and successes on the contract 

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

• Closing: 

• Explain your transition strategy 

• Provide client with all relevant documents, data and passwords

• Provide client with all relevant documents, data and passwords

• Offer client names of potentially useful resources and contacts 

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

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

• After the Meeting: 

• 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 

• Conduct a client exit survey 

• 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.