Virtual Sales Meeting Template

What’s inside this Virtual Sales Meeting Template:

1💬 Interesting insights & ice breakers

Allow for lots of interaction and reconnection at the top of the meeting. Share interesting insights or topics.

2🚀 Purpose of the meeting

Briefly describe the purpose of the meeting and what you plan to discuss with the prospect.

• Ex. We will be meeting to share some ideas that can improve your business by increasing profitability and bringing you more clients📈.

3🎙 Storytelling

Use these prompts to create a compelling product or service story and walk the prospect through the journey since you might not be able to use the same presentation deck or demo in a virtual meeting,

• Setting
• Characters
• Conflict
• Resolution

4🖼 Visuals

Present the visual content that you have prepared that addresses the purpose of the meeting. Link the visual content here to make it easy to access.

5📣 Opportunities for engagement

List opportunities to transform your one-sided sales call into an interactive experience for your prospect. These could include polls, questions to ask, etc.

6🤔 Questions and objections

List any questions and objections that the prospect might have.

7👋 Closing

Review and summarize everything that was discussed to ensure everyone is on the same page.

8✅ Next Steps

Outline the next steps for the prospect.

• Ex. Package meeting content and send it over 🛩