Sales Call Agenda

• A written agenda is a checklist of what is important for you to cover in your sales call so you don\'t forget important steps in the client relationship process. 

• Before The Meeting

• Confirm meeting time, purpose and participants in writing

• Research your prospect and identify how your product or service can solve their problem 

• Create agenda

• Distribute agenda to key participants 

• Distribute any needed support materials for the meeting

• During The Meeting

• Greet, Welcome and Thank: Introduce yourself, your company and any key players

• Prospect introduces themself, their company and any key players 

• Review meeting objective

• Ask your prospect to explain their needs or business goals: why did they take the meeting? 

• Distribute any support materials

• Present your information, facts or products 

• Explain how your product or service can meet your prospect\'s needs (as identified above) 

• Answer prospect questions and allow time for input from your prospect 

• Ask what your prospects decision process is: key players, timing, logistics 

• Define followup actions needed 

• Schedule next meeting and/or next steps 

• After The Meeting 

• Followup in writing within 24 hours, thanking your prospect for the meeting and acknowledging your prospect\'s key questions and concerns 

• Respond to all followup actions in a timely manner 

• A successful sales call doesn\'t just happen. It requires planning, preparation and an agenda to help you stay focused and organized. 

• Download my free sales call agenda checklist to make sure you never forget an important step in the client relationship process.