How To Create A Sales Meeting Agenda In 7 Easy Steps: Save Time And Boost Productivity

Sales meeting agendas allow you to minimize meeting time and boost productivity by keeping your objectives clear. 

You’ll have more time for tasks that matter, like developing your product or service and bettering the customer experience.

So in this post, we'll go through everything you need to know about creating a sales meeting agenda. We'll cover what it is, its importance, and how to prepare one in minutes.

What is a sales meeting agenda?

A sales meeting agenda is simply a plan for an upcoming meeting. This list serves several purposes:

  • It works as a time management tool
  • Participants can prepare for meetings better
  • It prevents the meeting from going off topic
  • It sets expectations before the meeting

A sales meeting agenda can be as simple as a few bullet points in Google Docs that you share with your team. Or, if you're looking to add more detail, you could use a tool like Airgram to attach action items, expected outcomes, and reference materials.

But there are several types of meeting agendas that'll help you reach goals. And it's essential to use the correct one because it shortens the length of meetings and ensures you get more done. Common types of sales meeting agendas include:

  • Staff meeting agenda
  • Performance overview meeting agenda
  • Business meeting agenda
  • Board meeting agenda
  • Onboarding meeting agenda

A staff meeting agenda is the most common form of meeting agendas, and it organizes casual video calls. Let's say you're leading a meeting with salespeople; use the staff meeting agenda to go over sticking points and offer feedback.

The importance of a sales meeting agenda

Here are some benefits you'll experience when implementing a team meeting agenda:

  • It structures your meetings
  • You optimize sales performance
  • Meetings are more actionable

It structures your meetings

Have you ever walked into a meeting or joined a video call without any idea of the objective? This leads to unproductive meetings with no purpose. But when you lead a meeting with an agenda, you make sure you reach your goals. Meeting agendas act as a reference that guides your entire team, reducing distractions and side conversations.

You optimize sales performance

Many sales managers steer away from regular sales meetings, but this promotes work silos and decreases sales performance because everyone isn't on the same page.

When you run meetings with an agenda, you get insight into the performance of your team and their strengths and weaknesses. With this insight and feedback, your team is always improving and achieving better sales figures.

Meetings are more actionable

Have you ever left a meeting without knowing what to do next? Meeting agendas fix this because it makes meetings more actionable. You review your team's performance and give honest feedback, making it easy for participants to know what to work on.

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 a seven step method that guarantees structured and more productive meetings:

  1. Create an introduction
  2. Cover sales performance
  3. Review short and long-term goals
  4. Share sales tips
  5. Success story sharing
  6. Ask for feedback
  7. Discuss miscellaneous topics

Create an introduction

First, plan a short introduction because it helps everyone get into meeting mode. This introduction should be positive and let participants know what you'll be covering in this meeting. 

You could also talk about specific goals you're looking to meet before the meeting is over. This ensures everyone is on the same page. 

Cover sales performance

Next, review the performance of your sales team. Look at what they are doing well and some areas for improvement. This way, you're always ironing out issues in the sales process and getting better.

It helps to look at key performance indicators or KPIs like:

  • Average deal size
  • Conversion rate
  • Win rate

So let’s say one of your salespeople has a lower than average deal size but their sales numbers are good. You could pay special attention to this and send them to training that teaches how to find bigger deals.

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 the medical field. 

Share sales tips

Every meeting should offer value to participants because it optimizes productivity and ensures you aren't wasting time in pointless discussions. So once you’ve reviewed short and long-term goals, encourage your team to share sales tips. This way, you know participants are walking away with knowledge they can implement into their work process.

Success story sharing

It's essential to also 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.

Ask for feedback

Before ending your meeting, ask participants for feedback and constructive criticism. This could be about knowledge management, work processes, or where they think your company can improve.

This unique insight allows you to build a more positive working experience which pays dividends since studies show it increases productivity and profit.

Miscellaneous topics

Lastly, take 10 to 15 minutes to discuss miscellaneous topics. But you must set a strict time limit because it's easy for participants to go off-topic and have side discussions. 10 to 15 minutes should give your team enough time to discuss small topics without overextending the meeting length.

Now that we know how to create an agenda, let's look at sales meeting agenda examples.

An example agenda

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?

👉 (Use built-in agenda template here)👈

Next steps

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 eight 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.