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.
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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.
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Before The Meeting
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Confirm meeting time, purpose and participants in writing
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Research your prospect and identify how your product or service can solve their problem
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Create agenda
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Distribute agenda to key participants
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Distribute any needed support materials for the meeting
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During The Meeting
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Greet, Welcome and Thank: Introduce yourself, your company and any key players
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Prospect introduces themself, their company and any key players
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Review meeting objective
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Ask your prospect to explain their needs or business goals: why did they take the meeting?
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Distribute any support materials
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Present your information, facts or products
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Explain how your product or service can meet your prospect's needs (as identified above)
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Answer prospect questions and allow time for input from your prospect
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Ask what your prospects decision process is: key players, timing, logistics
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Define followup actions needed
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Schedule next meeting and/or next steps
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After The Meeting
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Followup in writing within 24 hours, thanking your prospect for the meeting and acknowledging your prospect's key questions and concerns
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Respond to all followup actions in a timely manner
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A successful sales call doesn\'t just happen. It requires planning, preparation and an agenda to help you stay focused and organized.
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Download my free sales call agenda checklist to make sure you never forget an important step in the client relationship process.
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