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How to Create a Sales Meeting Agenda in 8 Easy Steps

author Ranee profile imageRanee Zhang
Aug 26, 20225 mins
What is a sales meeting agenda?

A sales meeting refers to the internal check-in between sales leaders and sales reps. Normally, it will be held by the sales leader and attended by the sales reps on a regular basis. It is aimed to provide sales team members with the information they need to carry out their jobs and sync important updates like current sales performance, useful competitor information, top priorities, and the next step action items.

Sales meetings are essential for managing a sales team. However, most sales reps distaste the meeting as it could take up their precious selling time. Therefore, it is crucial for the sales leader to create an effective sales meeting agenda to cover important points of the meeting in the shortest time.

In the following paragraph, you will learn about the definition and benefits of a sales meeting agenda and how to create one.

What Is a Sales Meeting Agenda?

A sales meeting agenda will list the items or information that need to be discussed at the meeting, like metrics reviews, pipeline updates, wins, and more to help the participants stay focused during the meeting.

The Benefits of a Sales Meeting Agenda

A well-designed and planned sales meeting agenda can help a sales leader to:

  1. Structures the sales meetings to reduce distraction and side conversations.

  2. Share the priorities of the sales team to keep everyone on the same page.

  3. Boost sales reps' accountability to their targets by reviewing sales performance.

  4. Enhance team bonding and performance with open discussions.

How to Prepare for a Sales Team Meeting

But you might be wondering what should be included in a sales meeting agenda. Well, here's an 8-step guide that guarantees structured and more productive meetings:

  1. Create an introduction

  2. Metric Reviews

  3. Review short and long-term goals

  4. Pipeline & Prospect Update

  5. Check roadblocks

  6. Housekeeping items & company updates

  7. Share sales tips & success story

  8. Action items

Step 1: Create an introduction

Do we really need an introduction for the sales meeting? Yes. An introduction helps the meeting participants get into the meeting mode.

The introduction should be short and positive. We would recommend you start with a quick ice breaker to give your sales reps the time to think over the questions and be ready to open up for discussions and more during the meetings.

Here are some of the great ice breaker questions for a sales meeting.

  1. How did you spend your last weekend?

  2. What is the best place you have travelled to?

  3. What’s the one thing you look forward to this week?

Step 2: Metric Reviews

Metric reviews give the whole team a clear idea about how the team is performing by reviewing key performance indicators or KPIs like:

  • Average deal size

  • Conversion rate

  • Win rate

  • MRR

It would be better to list 5 to 7 metrics only to avoid getting distracted by unimportant data. If a metric is off or not performing well, you can discuss what countermeasure is needed and who should be responsible for it.A man holding an ipad checking metrics.

Step 3: Review short and long-term goals

As a sales team manager, you assign goals and targets to various team members to help them improve and become successful. So after the sales performance discussion, review short and long-term goals to see if everyone is on track.

And like you paid special attention to members with performance sticking points, if you find someone isn’t on track to meet their goals, you could have a one-on-one meeting discussing current sales strategies and training.

Also, your goals will vary depending on what you're selling and the size of your corporation. For example, if you're promoting dental equipment, check if your salespeople have expanded their knowledge in this field so that they can better understand customer’s need and get more deals closed.

Step 4: Pipeline & Prospect Update

Spend some time to get a quick status check on each sales representative. Ask them how many clients are in the pipeline and what stage they are in. Focus on the clients that have been in the pipeline for a while and new prospects. Ask the team to discuss and come out with ideas to help get these clients to the next steps.

Getting updates for pipeline and prospects also allows sales leaders to get an overview of a sales rep’s account forecast and how close they are to making quota, which eventually contributes to the sales teams’ target.

Step 5: Check Roadblocks

After getting updates on the pipeline and prospect, you should spend some time checking the roadblocks that your reps may have. Roadblocks could be internal roadblocks like unexpected product back-order, disrupted online service, and more. Discussing roadblocks in sales meetings can help sales reps to find ways to deal with them. As a sales leader, you can arrange the resources and find ways to remove the roadblocks if possible.

Step 6: Housekeeping Items & Company Updates

A sales meeting with everyone onboard is a good chance to share changes in company policy or feedback from other departments, the scheduled launch of a new product, the release of a new product version, and other housekeeping items. Sharing information with your team to ensure they are updated and can quickly adapt to changes.

Step 7: Share sales tips & success story

Every meeting should offer value to participants because it optimizes productivity and ensures you aren't wasting time in pointless discussions. Therefore, encourage your team to share sales tips. This way, you know participants are walking away with knowledge they can implement into their work process. It's also essential to motivate participants because it keeps them engaged, so they look forward to future meetings. An effective way of doing this is by allocating a few minutes for each member to share success stories. Participants feel good when sharing positive news, and this morale boost improves work quality.

Step 8: Action Items

Before ending the sales meeting, review the action items and ensure that everyone knows what they need to do in the coming week.

Let the sales reps know what you are expecting from them clearly. For example, if you are asking a sales rep to look for possible chances to cooperate with a company, let them know what information you need from them.

Now that we know how to create an agenda, let's look at a sales meeting agenda template.A person writing action items.

Sales Meeting Agenda Template

Date and time: When will your team meeting take place?

Roles: Who are the participants joining?

Expectations: What's your primary goal? It could be reviewing your team’s sales numbers or gathering employee feedback.

Action items: What tasks do you want your team to complete and before what date? Assign projects to specific members.

Before the meeting: Is there anything participants need to know before joining?

‍Topics to cover: What are some issues you need to talk about?

Airgram Sales Meeting Agenda Template👉 (Use built-in agenda template here)👈

Extra Tips to Boost Sales Meeting Efficiency With Airgram

While creating a team meeting agenda is an easy way to boost efficiency and keep meetings short, it's only the start of optimizing the sales meeting experience.

You'll need to record, transcribe, and document meetings. But manually doing this is time-consuming and expensive. This is where an AI assistant like Airgram saves time and money. It allows you to:

  • Extract clips to create meeting highlights

  • Automatically join Zoom and Google Meetings

  • Create time stamps

  • Automate the recording and transcribing of video meetings

  • Transcribe videos in 8 different languages

So let's say you have a team meeting; you can create meeting agendas within seconds using Airgram. From here, make use of action items to assign specific tasks with due dates to ensure everyone is contributing to your team's final goal.

Once the meeting is over, go to your Airgram dashboard and extract clips of key moments to create a highlights video. Share these notes via Google Docs, Microsoft Word, or Slack. So if anyone missed the meeting, they can simply watch the highlights and get up to speed.

This level of customization makes sparking discussions and connecting with participants straightforward.

Final Thoughts on Creating a Sales Meeting Agenda

Sales meeting agendas allow you to keep meetings short and get more done. Everyone knows what to do, and this structured meeting style optimizes sales performance because members walk away with actionable information.

However, creating a sales meeting agenda is only the start of bettering your video call experiences. With Airgram, you can create a meeting agenda within seconds, and once your team meeting starts, Airgram automatically records and transcribes the conversation.

Add action items, assign members and create timestamps and highlights. If you want to take your video meeting experience to the next level, sign up for a free Airgram trial.

Ranee Zhang

Ranee has worked in the SaaS industry for nearly ten years. She loves working with, learning from, and helping develop effective leaders and is willing to share her thoughts through words. Outside of work, you can find her dancing, hiking in the mountains, or reading in a cafe.

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