A simple and clear agenda that sets the tone for an effective meeting between your sales team and your prospective customers.
When I first started in software sales, I did not use a sales meeting agenda template. It resulted in many unproductive and quite frankly, unprofessional meetings that cost us some business.
I now train our entire sales team to use sales meeting agenda templates. It's a fundamental building block to standardizing an entire sales process.
Every meeting must serve a purpose, especially in B2B SaaS sales.
Your buyer is most likely smart and busy.
A sales meeting agenda template is a simple way to improve conversions throughout your sales process. You'll ensure you use everyone's time most productively.
I have outlined the meeting template below. Here is a simple step by step guide on how to use the template most effectively:
That's it!
Add the template to your cart. When you checkout, you will immediately receive a link to the Google Doc to copy the Sales Meeting Agenda Template.
My hope is that you will be able to train your entire team on this process. They'll love it when they start converting more opportunities into closed-won deals. You'll love that too.
Here are more templates to try as well:
Everything you need to run marketing at a venture-backed, B2B SaaS company.
Everything you need to run sales at a venture-backed, B2B SaaS company.
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“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our templates give you the flexibility to pick and choose what you need to unlock revenue growth. Define your ICP, Buyer Journey, Sales Process, Sales Battlecards, Forecasts...
Our go-to-market playbooks are designed to take a new, B2B SaaS executive from a place of uncertainty to hitting aggressive sales and marketing growth goals.
Hire us to develop a custom sales and marketing playbook for your B2B SaaS company. We’ll work with you to chart a path from $1M to $10M in annual recurring revenue.