Sales Agenda


Every manager of a sales team has a difficult problem when it comes to managing a sales process. Numerous aspects, including the number of items, the price per unit, and even commissions and trade discounts, will have to be considered.

A sales meeting agenda established in advance can benefit both the people and the company since it clearly outlines the salesforce’s activities.

Using sales meeting agendas is a way for management to control the meeting and direct the sales force to concentrate on the most relevant aspects. Even if previous information regarding the meeting’s agenda has been supplied, the agenda must be ready before the meeting is scheduled.

Priority is given to achieving the sales campaign’s objectives with high profits. The agenda should be devised to keep the meeting brief and to excite for the salesforce to engage since people in the sales industry don’t have much time to spend.

A well-planned sales meeting agenda may help the firm get the most out of its resources and improve the effectiveness of its sales staff.

Also Check: Planning Agenda

Every sales professional in the field has their own personal sales agenda. These are the people who interact with clients regularly and need to have the most up-to-date information at their fingertips to maximize profits.

If the firm expects to adjust product pricing, commissions, and trade discounts, they may also invite sales agents, distributors, and significant stockists to the meeting. On the other hand, the salesforce is the major focus of the agenda.

Sales agenda writing tips to keep in mind

  • Prioritizing and classifying the most important items on the agenda will help it include all of the meeting’s vital components.
  • To ensure that the whole sales team is on the same page, the agenda should be laid out in a logical order.
  • The meeting’s organizer or supervisor should write the agenda.
  • In addition, it should include a summary of sales figures and any other relevant information needed during the discussion.

To conclude the meeting in the shortest amount of time feasible, management will require that the sales agenda be confined to the aforementioned material.

Example of Sales Meeting Agenda 1

[Location And Time]

Sales Meeting Agenda

[Host: Name of the Host Of the Meeting]
[Attendees: Names of All Attendees Invited]

9 AM To 9:15 AM — Brief Introduction.
9:15 AM to 9:45 AM — review of the minutes of the previous meeting.
– Sales activity.
– Activities in the pipeline.
– Status of the goal.
9:45 AM to 10:45 AM — break.
10:45 AM to 11:30 AM — feedback.
– Success stories of salespersons.
– Trends.
– Opportunities.
– Threats.
11:30 AM to 11:30 AM — upcoming week
– Scheduled sales activities.
– Expectations.
11:50 AM to 12 PM — adjournment

Review projections for the budget by the owner.
Submission of proposals to sales departments by the owner.
Listing of outstanding items by the sales department.

Example of Sales Meeting Agenda 2

Agenda for each day’s sales meetings

[From BEP Automotive]
[Attendees: Names of All Attendees Present at the Meeting]

Morning Sales Meeting Agenda

Review the business activity of the previous day.
– Showroom log.
– Telephone log.
– Email log.
– Activity sheets of the salesforce.
– Review incoming vehicles.
– Review the number of vehicles needed.
– Vehicle display.
– News from the manufacturers.
– Update of the latest market knowledge.
– Any of the business.
– Ongoing business activities that need to be considered.
– Adjournment.

Example of Sales Meeting Agenda 3

[From Name of the Company]

Weekly Sales Team Meeting

Sales Results actual sales vs previous year vs planned sales.

Sales in the current month.
Sales for the entire year.
By category.
By customer.

Fresh business targets.
Last week.
This week.
Next week.
Following three weeks.
Key initiatives for the next three months.

Upcoming marketing activity.
Sales activity.

The results of the last week: actual sales vs. planned with explanations for any variances.
Plan for this week.

Results of the previous week.
New connections developed.
Included in an email blast.
Meetings of this week, next week and beyond.
Sales training.

Fresh clients.
Fresh business from existing clients.

Date of the next meeting.


Various sales force members may meet their counterparts during sales meetings and learn from one other’s experiences in the field.

When the sales team has an agenda to follow, it will be much simpler for them to debate agenda items and share the information, which is beneficial to the firm as a whole.

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