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!
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Purpose: Close-out and review the success and failures of the two company\'s business relationship
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Distribute a written agenda prior to the meeting
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Have key players on your team present, and invite the client's key players
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Intro:
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Introduce all participants and their role
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Review the contract timeframe, budget and goals
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Key Points:
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Present specific, measurable outcomes of the goals and budget
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Discuss why certain goals were not met, and what was adjusted midstream to meet the goal
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Define your biggest accomplishments and successes on the contract
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Point out any opportunities you've identified for the client
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Closing:
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Explain your transition strategy
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Provide client with all relevant documents, data and passwords
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Provide client with all relevant documents, data and passwords
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Offer client names of potentially useful resources and contacts
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Ask the client if there is anything else you can do to facilitate their transition to a new vendor, product or relationship
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Thank the client for their business, and wish them luck
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After the Meeting:
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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
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Conduct a client exit survey
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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.
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