Back to Template Gallery

Sales Call Agenda Template

Use this sales call template to demonstrate professionalism and organization to your prospect.

Template preview

Magnify Preview template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Sales Call Agenda Template:

1 Introductions

Introduce yourself, your company and any key players. Prospects introduce themselves, their company and any key players. 

2 Objectives

Review your key objective.

3 Business goals

Ask your prospect to explain their needs or business goals: why did they take the meeting? 

4 Supporting materials

Present your information, facts or products.

5 Product overview

Explain how your product or service can meet your prospect’s needs (as identified above).

6 Questions

Answer prospect questions and allow time for input from your prospect.

7 Decision process

Ask what your prospects decision process is: key players, timing, logistics.

8Next steps

Define follow-up actions needed and schedule the next meeting.

Get this template

Template preview