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Sales Presentation (Offer) Meeting Agenda Template

Every time you connect with a client, you have a chance to form or further a relationship. Use this template to do so.

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What’s inside Sales Presentation (Offer) Meeting Agenda Template:

1 Grab their attention

Start with the headline of why they’re there, and what you promise to deliver by the end of the presentation.

2 Your Mission

What motivates you (and your company) to serve your clients.

3 Client Motivation

The pain they’re experiencing, their goals (which are just the opposite of the pain), the value they’d get from changing.

4 Your Solution

How you can deliver the value your client wants.

5 Proof

Demonstrating credibility through case studies, statistics, or other forms of objective or empirical evidence.

6 Pricing

The tiers of pricing and service you can deliver.

7 Next Steps

Asking your client for their process and timeline for a decision (note: if you sell to single decision-makers, ask for a decision on the spot).

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About the author

Liston Witherill

Liston Witherill is a sales trainer and consultant, host of the Modern Sales podcast, and head of growth at Gold Front. He has trained teams at multibillion companies communicate effectively and ethically.

  • Brittany Forsyth
    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.”

  • Liam Martin
    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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