{"id":41679,"date":"2020-03-16T00:00:00","date_gmt":"2020-03-16T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/sales-meeting-agenda\/"},"modified":"2025-07-16T01:30:40","modified_gmt":"2025-07-16T08:30:40","slug":"sales-meeting-agenda","status":"publish","type":"post","link":"\/us\/en\/blog\/sales-meeting-agenda\/","title":{"rendered":"Sales meeting agendas: how to model them to drive results"},"content":{"rendered":"<p>There\u2019s a big difference between good and bad sales meetings.<\/p>\n<p>You know, those \u201ccould\u2019ve been an email\u201d run-on meetings that sales reps grow wary (and weary) of.<\/p>\n<p>Many sales reps know this, but those who run them don\u2019t always have the same self-awareness.<\/p>\n<p>It doesn\u2019t have to be that way.<\/p>\n<p>One of the problems is that often, we don\u2019t have a clear strategy for their sales meetings. We think getting everyone in a room <b>is<\/b> <i>the<\/i> strategy. And that with enough smart people seated around the same table, we\u2019ll be able to figure out the best solution to our problems.<\/p>\n<p>The result is often the opposite: meetings that waste everyone\u2019s time while offering little value and nothing resembling actionable next steps.<\/p>\n<p>If you want to help your sales teams to not only become more productive but also achieve higher close rates, you have to know how to run an efficient\u2014and effective\u2014weekly sales meeting.<\/p>\n<p>The secret lies in setting a strong agenda for your sales meeting that\u2019s tailored to your business. An agenda focused on the activities that are most likely to drive your sales results.<\/p>\n<p>That\u2019s why, in this article, we\u2019ll talk about:<\/p>\n<ul class=\"table-of-content\">\n<li><a href=\"#6 general principles behind effective sales meetings\">6 general principles behind effective sales meetings<\/a><\/li>\n<li><a href=\"#9 specific areas you\u2019ll want to focus on to better tailor these lessons to your business\">9 specific areas you\u2019ll want to focus on to better tailor these lessons to your business<\/a><\/li>\n<li><a href=\"#How to adapt them to your business\">How to adapt them to your business<\/a><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">\ud83c\udf1f Make sure <i>every<\/i> sales meeting is productive with our set of 5 free meeting agenda templates\u2014each one tailored for a different type of meeting.<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/meeting_agenda_templates.pdf\" data-id=\"69dba64e1e5a7\" id=\"69dba64e1e5a7\">\n\t\t<button tabindex=\"on\"  on=\"tap:69dba64e1e5a7.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcdd Get free meeting agenda templates<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 Grab your free meeting agenda templates. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get them now\">Get them now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69dba64e1e5a7.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<p><a name=\"6 general principles behind effective sales meetings\"><\/a><\/p>\n<h2>6 general principles behind effective sales meetings<\/h2>\n<p>Every effective sales meeting approach begins with consistency. Whether you\u2019re starting by reviewing your <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-territory-mapping-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales territory mapping software<\/a> or going through your <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-territory-plan\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales territory plan<\/a>, If you\u2019re not following the same general flow with each meeting, you\u2019ll be running wildly different meetings from week to week\u2014which can produce wildly inconsistent results.<\/p>\n<h3>1. Keep it simple<\/h3>\n<p>Start with a simple structure that allows sales managers and their teams to set proper expectations and prepare ahead as necessary. The more the agenda becomes second nature, the less time you need to spend on setting the agenda at the beginning of every meeting\u2014and save some time in the process.<\/p>\n<h3>2. Keep it useful<\/h3>\n<p>In addition, bias your time toward actionable activities. Any time that is spent in a meeting is also time that your team could be spending on the phone with potential customers. If the sales reps see their sales manager as holding them back from opportunities to close sales, it will set a tone that will be hard to work within.<\/p>\n<h3>3. Keep it unified<\/h3>\n<p>Full participation is key. While not every sales rep needs to speak up in every sales meeting, it\u2019s important to make sure that your sales team is thinking of themselves as just that: a team.<\/p>\n<p>Regardless of whether your team is on-site, remote, or a mix of both, you can use <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/best-sales-apps\" target=\"_blank\" rel=\"noopener noreferrer\">sales apps<\/a> and <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/the-best-video-conferencing\/\" target=\"_blank\" rel=\"noopener noreferrer\">video conferencing tools<\/a> to get everyone together, whether that\u2019s <a href=\"https:\/\/www.ringcentral.com\/video\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral Video<\/a> or something similar:<\/p>\n<p><iframe sandbox=\"allow-scripts allow-same-origin allow-presentation\" title=\"Introducing RingCentral Video\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/r09vPFM0RVM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen sandbox=\"allow-same-origin allow-scripts allow-presentation\"><\/iframe><\/p>\n<h3>4. Keep it focused<\/h3>\n<p>Use your sales meetings to hammer home the big goals that you are working towards. Focusing your overall annual goal can provide a strong vision and purpose to keep your sales team motivated and moving even when they\u2019re getting turned down by prospects.<\/p>\n<h3>5. Keep it supportive<\/h3>\n<p>A key purpose for sales meetings is to provide your team with all the resources they need to do their best work. Sometimes this means helping them understand the numbers, doin a walkthrough of your <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales software<\/a>, or providing professional development to help them hone their skills. Either way, you can\u2019t be stingy with giving your team the tools they need to succeed.<\/p>\n<h3>6. Keep it energized<\/h3>\n<p>On average, <a href=\"https:\/\/blog.hubspot.com\/sales\/new-sales-close-rate-industry-benchmarks-how-does-your-close-rate-compare\" target=\"_blank\" rel=\"noopener noreferrer\">7 out of 10 prospects won\u2019t end up closing<\/a>. And as a sales rep, dealing with that type of rejection on a daily basis can be demoralizing. That means that your weekly sales meetings can serve as a great opportunity to motivate your team and get them ready to take on the world again.<\/p>\n<h2><b><a href=\"https:\/\/ringcentral.valuestoryapp.com\/meeting-value-calculator\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-48150\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/03\/meetingvaluecalculator.png\" alt=\"meeting value calculator\" width=\"2000\" height=\"880\" \/><\/a><\/b><\/h2>\n<p><a name=\"9 specific areas you\u2019ll want to focus on to better tailor these lessons to your business\"><\/a><\/p>\n<h2>Getting into the weeds: 9 topics to cover in your sales meeting agenda<\/h2>\n<p>At this point, you have a good idea of the broad things you\u2019ll want to consider. Now let\u2019s get into some details. Keep in mind that you\u2019ll want to tailor these to the specific needs of your sales team.<\/p>\n<h3>1. Remember your focus by <b>reverse engineering your goals<\/b><\/h3>\n<p>It\u2019s important to start with the end in mind. A great way to do that is to identify the leading indicators that would be most impactful if you hit them. (For example, annual recurring revenue or <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/customer-retention-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer retention rate<\/a>.)<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><strong>Pro-tip:<\/strong><\/div>\n<p>An analogy &#8211; Dieting and exercise are the leading indicators of weight loss (goal). If you can focus on improving the former, you can reach the latter more easily.<\/p>\n<\/div>\n<h3>2. Get the <b>housekeeping <\/b>out of the way<\/h3>\n<p>A helpful way to launch any new sales meeting is to take care of the housekeeping issues up front. Are you changing your meeting space or <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/screen-sharing-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">screen sharing tools <\/a>or adding a new member to the team? Cover this upfront.<\/p>\n<h3>3. Start by <b>reviewing the numbers<\/b><\/h3>\n<p>Unpack the factors that led to your latest numbers during your meetings and identify ways to meet or exceed these numbers.<\/p>\n<p>You\u2019ll want to cover this early, but don\u2019t spend too much time here. Reviewing numbers like <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/productivity-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">productivity metrics<\/a> (month over month or year over year). They act as a \u201cyou are here\u201d to identify progress on track to the team\u2019s goal\u2014but by themselves, aren\u2019t as actionable.<\/p>\n<p>It\u2019s also important to note that when you have the entire team together, that\u2019s the best time to focus on the high-level numbers and save your exploration of rep-level numbers and feedback for one-on-one rep meetings.<\/p>\n<h3>4. Inspire and equip with <b>successes and wins<\/b><\/h3>\n<p>This shouldn\u2019t be just a quick, \u201cI closed two deals\u201d type of update. For the greatest group benefit, dig a little deeper on each of these wins and unpack for the group what the prospect\u2019s challenges were. If it was a big win, you could analyze what the rep included in the <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/client-sales-meeting-agenda\/\" target=\"_blank\" rel=\"noopener noreferrer\">client sales meeting agenda<\/a>. How did the rep approach the pitch? What was the &#8220;aha&#8221; moment? Approaching your wins (aka new sales) this way lets you use them as not only a motivational tool, but a training tool as well.<\/p>\n<h3>5. Discuss <b>market and competitor updates<\/b><\/h3>\n<p>Are there changes in the market? Are competitors behaving in a new way? Your sales reps are the front lines and the better intel they have, the better equipped they will be for success. This is a great opportunity for you to announce any internal changes to products as well as any new challenges that your reps might come in contact with as they work their leads.<\/p>\n<h3>6. Review your pitches with a <b>pitch roundtable<\/b><\/h3>\n<p>One good way to keep your team sharp and help train their peers is to take turns each week to have a few of your team members deliver a pitch in front of the rest of the team (this can even be done remotely with video conferencing). The key here is for all of your team to get some actionable pointers that they can use to succeed while in a practice setting.<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><strong>Pro-tip:<\/strong><\/div>\n<p>Check out these <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-pitch-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales pitch examples<\/a>.<\/p>\n<\/div>\n<h3>7. Deal with high-level <b>obstacles and roadblocks<\/b><\/h3>\n<p>On a regular basis, you\u2019ll likely uncover obstacles and roadblocks that many or all of your team members are dealing with. As you identify these areas, you can use your sales meeting to train them how to overcome them. As a side note, be careful not to get caught in the weeds of each sales rep\u2019s challenges as these can be dealt with separately.<\/p>\n<p>In addition, you can derive some bonus value by documenting these roadblocks and the techniques in which you deal with them and turning those into teamwide resources. If you can solve these roadblocks for one rep, those insights can be helpful for the rest of your team when they confront similar objections.<\/p>\n<h3>8. Listen carefully for <b>prospect and lead feedback<\/b><\/h3>\n<p>Even potential customers who say no can provide helpful feedback and lessons. This feedback can inform other sales strategies and even help your marketing team. Use a portion of your meeting time to do some \u201crecon\u201d on what your prospects are saying. Learning why your leads are choosing you or not can help you with product positioning, feature updates, and setting better <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/marketing-objectives\/\" target=\"_blank\" rel=\"noopener noreferrer\">marketing objectives<\/a>.<\/p>\n<h3>9. Consider <b>segmenting your sales meetings<\/b><\/h3>\n<p>Finally, as you incorporate many of these items into your sales meetings, you may discover that it\u2019s simply too much to cover in a single meeting a week. You might find that some items can be covered bi-weekly or even monthly.<\/p>\n<p>The bottom line is you\u2019ll need to judge what is the best fit for your team and think about how you can time your meetings and subject matter to best fit the needs of your team.<br \/>\n<a name=\"How to adapt them to your business\"><\/a><\/p>\n<h2>Time to develop your sales meeting agenda recipe from these ingredients<\/h2>\n<p>While everything that has been covered in the points here might seem like a very strict approach to more effective sales meetings, they\u2019re intended as more of a list of ingredients.<\/p>\n<p>You\u2019ll need to tune and tailor <i>which<\/i> items make sense to include <i>where<\/i> and in <i>what<\/i> quantities\u2014forming your own particular recipe best suited to your business. The good news? You can make effective sales meetings happen regardless of whether you\u2019re in person, remote, working from home, or a blend of each. You just need the right <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/communication-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">communication tools<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There\u2019s a big difference between good and bad sales meetings. You know, those \u201ccould\u2019ve been an email\u201d run-on meetings that sales reps grow wary (and weary) of. Many sales reps know this, but those who run them don\u2019t always have the same self-awareness. It doesn\u2019t have to be that way. One of the problems is &#8230;<\/p>\n","protected":false},"author":29,"featured_media":45988,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901,43336],"tags":[18119,380],"class_list":["post-41679","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","category-sales","tag-meeting-agendas","tag-sales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Sales meeting agendas: how to model them to drive results | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Learn how you can include interesting topics on your sales meeting agenda that will result in better meetings, a more motivated team\u2014and more deals closed.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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