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Sales Call Agenda Template

Use this Sales Call Agenda example to identify your prospects' business' goals and objectives to discuss how your product or service will meet their needs🚀

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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 prospect’s decision process is: key players, timing, logistics.

8✅ Next steps

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

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About the author

Anthony Caliendo

Anthony Caliendo is self-made, a corporate visionary, leadership coach, motivational sales speaker and author of the multi-award winning, international best seller "The Sales Assassin: Master Your Black Belt in Sales" and the highly anticipated "Cracking the Code to Success".

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    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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