What’s inside this Sales Call Agenda Template:
Introduce yourself, your company and any key players. Prospects introduce themselves, their company and any key players.
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).
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.
Define follow-up actions needed and schedule the next meeting.