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Virtual Sales Meeting Template

Sales leaders identified that virtual meetings are more profitable than in-person meetings. Host an effective virtual sales meeting with this template.

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    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 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 🛩
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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • 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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