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Sales Call Agenda
Preparation and planning are key to a successful sales call. A written agenda for your sales meeting demonstrates your professionalism and organization to your prospect. Whether you are meeting one-on-one or both teams are meeting, once you develop a sales call checklist it can be adapted to use again and again to both increase your productivity and boost your sales.
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.
This creates a private checklist in your account.