{"id":42270,"date":"2020-03-16T00:00:00","date_gmt":"2020-03-16T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/client-sales-meeting-agenda\/"},"modified":"2025-07-16T01:30:54","modified_gmt":"2025-07-16T08:30:54","slug":"client-sales-meeting-agenda","status":"publish","type":"post","link":"\/us\/en\/blog\/client-sales-meeting-agenda\/","title":{"rendered":"5 things to include in your client sales meeting agenda"},"content":{"rendered":"<p>When a sales meeting goes smoothly, you can feel like you\u2019re on top of the world. You\u2019ve closed a new deal, you\u2019ve accomplished your goal\u2013\u2013and it feels <i>great<\/i>. You\u2019re riding high for the rest of the day.<\/p>\n<p>But when a sales meeting doesn\u2019t go as you planned, it\u2019s not just a let down\u2013\u2013it can be anxiety-inducing. You end up with a pit in your stomach wondering what went wrong for days (or even weeks).<\/p>\n<p>One simple way to control the direction of your client sales meeting is by creating an agenda. A client sales meeting agenda can help you stay focused and ensure you hit all your main points. When the call is finished, you\u2019ll know you didn\u2019t miss anything important that could have cost you the deal.<\/p>\n<p>Keep reading to learn how you can create an agenda for your next client sales meeting.<\/p>\n<hr \/>\n<p class=\"p1\">\ud83d\udc40 Grab your 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=\"69f467a48d7ac\" id=\"69f467a48d7ac\">\n\t\t<button tabindex=\"on\"  on=\"tap:69f467a48d7ac.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83c\udf1f Get 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 Download your free customizable 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><input type=\"hidden\" name=\"Asset_ID__c\" value=\"ODAM-01493\" class=\"download-form-input\"><\/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:69f467a48d7ac.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\">Here's to more organized and productive meetings!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2>5 things to add to your client sales meeting agenda<\/h2>\n<p>Creating a <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-meeting-agenda\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales meeting agenda<\/a> is relatively easy. Here are five steps to follow to help your next client sales meeting stay on track.<\/p>\n<h3>1. A goal for your meeting<\/h3>\n<p>The goal of a <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-meetings\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales meeting<\/a> with a client may feel obvious\u2013\u2013you want to sell. But is that a realistic goal for this specific conversation? If you\u2019re still in the early phases of the deal, you probably need to break that ultimate \u201csell\u201d goal into smaller parts.<\/p>\n<p>Take a look at your sales funnel and identify where you currently are with this specific prospect. What do they need to move to the next phase? The answer might be more education on what you have to offer, proof that you can provide a solution to suit their unique needs, or assistance in making a final decision and making a purchase.<\/p>\n<p>The goal of your meeting should be to move the prospect to the <i>next phase<\/i> of the sales process, whatever that may be. Setting these smaller intentions (rather than just going straight to the finish line) can make sure you\u2019re truly <i>helping<\/i> your prospect, not just trying to get their money.<\/p>\n<p>Make your goal clear at the beginning of the meeting. For example, tell your client, <i>\u201cBy the end of this meeting, I\u2019d like to better understand your challenges so I can make a more educated recommendation.\u201d\u00a0<\/i><\/p>\n<h4>Why is it helpful?<\/h4>\n<p>Goals help you stay focused. Without an intention for your meeting, both you and your client are left wondering what you accomplished\u2013\u2013if anything at all. Setting goals early in the meeting makes sure you\u2019re moving the client through the sales funnel the right way.<\/p>\n<hr \/>\n<p>Start closing more deals. Grab the free outbound sales playbook.<\/p>\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/outbound_playbook.pdf\" data-id=\"69f467a48d8f9\" id=\"69f467a48d8f9\">\n\t\t<button tabindex=\"on\"  on=\"tap:69f467a48d8f9.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\ude80  Hit that monthly number<\/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\udcf1 Get your team pitching, prospecting\u2014and closing\u2014with this free outbound sales playbook. <\/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 it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69f467a48d8f9.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\"> \ud83c\udf89 Enjoy!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<hr \/>\n<h3>2. A loose timeline<\/h3>\n<p>It\u2019s easy to get carried away chatting on a call. If you don\u2019t have a plan, you can run out of time before you ever get to the meat of your conversation.<\/p>\n<p>While you don\u2019t want a timeline so strict the call has no natural flow, it\u2019s helpful to have a loose guide to follow to make sure you\u2019re able to touch on your main points\u2014and it can prevent you from wasting time too.<\/p>\n<p>Break down your goal into smaller tasks you need to accomplish while on the call. What information do you need to cover or what questions do you need to ask the client to make the call \u201csuccessful\u201d?<\/p>\n<p>Create a list of bullet points of topics you\u2019d like to go over during the meeting. Then, designate a specific amount of time for each topic. Make sure the time you\u2019re allotting is proportional to the severity or importance of the topic, so don\u2019t worry if all your points aren\u2019t weighted equally.<\/p>\n<p>Make sure you\u2019re working within the restraints of your scheduled meeting. If you only have half an hour planned, make sure your timeline fits within those constraints. Don\u2019t take more of your client\u2019s time than they\u2019ve given.<\/p>\n<h4>Why is it useful?<\/h4>\n<p>A loose timeline helps you stay on track, especially when you have a lot of topics to cover. It provides structure without making your meeting too rigid.<\/p>\n<h3>3. Time to build the relationship<\/h3>\n<p>Client sales meetings can feel like <i>business<\/i>, <i>business<\/i>, <i>business<\/i>. But when it comes to closing a deal, clients will want to buy from someone they trust\u2013\u2013and someone they feel truly cares about their best interests.<\/p>\n<p>If your sales meeting begins with a hard <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-pitch-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales pitch<\/a>, it can be an immediate turn-off for your client. Coming on too strongly could push them away, potentially forever.<\/p>\n<p>No matter how new or old your relationship with this client is, schedule time to build rapport. Work time into the beginning of the schedule to ask about their unique needs, their day, and if they feel comfortable sharing, aspects of their personal life, like if they have kids or where they\u2019re from.<\/p>\n<p>As you get to know your client better, use this opportunity to keep that conversation going. Remember the small details about them, like their favorite football team or where their children attend college, so you can show them they\u2019re more than just a number.<\/p>\n<p>Work some rapport-building time into your schedule, possibly at the beginning of the call. Using those first few minutes to chat can set the tone for the rest of the conversation.<\/p>\n<h4>Why is it helpful?<\/h4>\n<p>Rapport can help create a memorable encounter for your clients. When you connect on something beyond business or the deal, customers will feel comfortable with you and want to continue the conversation.<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><strong>Pro-tip:<\/strong><\/div>\n<p><strong>Log information in your <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/sales-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales software<\/a> or CRM so you have quick refresher notes for your next meeting.<\/strong> Stop scribbling important client details on sticky notes or saving them in different <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/best-sales-apps\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales apps<\/a>. Keep all your information stored in your CRM for safekeeping and easy accessibility.<\/p>\n<\/div>\n<p>For example, you could <a href=\"https:\/\/www.ringcentral.com\/apps\/?appCategory=CRM\" target=\"_blank\" rel=\"noopener noreferrer\">integrate your CRM<\/a> with your <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/find-best-phone-service-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\">phone system<\/a>, like RingCentral. Customer information is right at your fingertips before, during, and after each meeting. A screen pop-up instantly appears for each call, providing the caller\u2019s details and records so you don\u2019t need to scramble to remember where you put your notes:<\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-medium wp-image-6293\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image3-132.png\" alt=\"\" width=\"695\" height=\"370\" \/><\/a><\/p>\n<h3>4. Opportunities for questions<\/h3>\n<p>When setting your agenda for your next client meeting, you may feel tempted to fill all the time. After all, you don\u2019t want to feel underprepared or leave space for awkward silence.<\/p>\n<p>But when you fill your meeting\u2019s entire schedule with talking, presentations, and one-sided questions, it doesn\u2019t give your client an opportunity to engage. They might have questions, concerns, or ideas of their own they\u2019d like to share.<\/p>\n<p>When setting your client meeting agenda, be sure to leave time for questions and conversations. You can do this entirely at the end of the meeting or as you go, maintaining the flow of the meeting.<\/p>\n<h4>Why is it helpful?<\/h4>\n<p>Setting time aside for your client to contribute ensures both parties get a chance to speak, making the meeting more productive and giving you an opportunity to shift your pitch depending on the questions your client asks.<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>Pro-tip: <\/b><\/div>\n<p><strong>Set clear<\/strong> <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/communication-channels\/\" target=\"_blank\" rel=\"noopener noreferrer\"><b>communication channels<\/b><\/a><b> for questions and concerns after the meeting.\u00a0<\/b><br \/>\nHow many times have you left a meeting wishing you\u2019d made a specific point or asked a certain question, but you weren\u2019t sure how to follow up? Avoid this happening to your clients by making it clear where and how they can get in touch after the meeting, for example, by calling or texting you. If you have a communication platform like RingCentral, you can take business calls and texts from your personal phone\u2014<a href=\"https:\/\/www.ringcentral.com\/solutions\/office\/call.html\" target=\"_blank\" rel=\"noopener noreferrer\">without giving away your personal number<\/a>.<\/p>\n<\/div>\n<h3>5. Next steps<\/h3>\n<p>Before you end your meeting, establish the next steps you or the client should take to move the deal to the next phase.<\/p>\n<p>Did you promise to follow up with additional reading on a product or service you discussed? Are you going to pull a quote to share? Does the client need to get back to you on the number of items they\u2019d like to purchase?<\/p>\n<p>Spend the last few minutes reiterating your expectations and let the client know what they can expect from you. Make sure you both leave on the same page and layout a timeline for when those next steps can happen.<\/p>\n<h4>Why is it helpful?<\/h4>\n<p>Everyone walks away from the meeting knowing what to expect. No more waiting to hear from the client while they\u2019re also waiting to hear from you.<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><strong>Pro-tip: <\/strong><\/div>\n<p><strong>Keep track of action items as you go.<\/strong><br \/>\nMake sure you never miss an important step by keeping track of action items as the meeting goes on. A <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/communication-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">communication tool<\/a>, like the <a href=\"https:\/\/www.ringcentral.com\/teams\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral app<\/a>, allows you to easily share the next steps with your sales team and assign tasks and due dates to make sure things get done.<\/p>\n<\/div>\n<p><a href=\"https:\/\/www.ringcentral.com\/rcapp.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-medium wp-image-6294\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/image2-155.png\" alt=\"RingCentral app communication tool\" width=\"542\" height=\"400\" \/><\/a><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><strong>Pro-tip:<\/strong><\/div>\n<p>Take it one step further by inviting your prospects to the RingCentral app, making it easy for them to follow up on action items of their own and keep the conversation going through video, phone, or messaging after your meeting has ended:<\/p>\n<\/div>\n<h2>Build a client sales meeting agenda that results in awesome meetings<\/h2>\n<p>The agenda for your client sales meeting will likely look a little different every time.<\/p>\n<p>Be flexible, but prepared\u2014and think through these five points each time you create a sales meeting agenda to create a structure that makes sure you don\u2019t miss anything important.<\/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","protected":false},"excerpt":{"rendered":"<p>When a sales meeting goes smoothly, you can feel like you\u2019re on top of the world. You\u2019ve closed a new deal, you\u2019ve accomplished your goal\u2013\u2013and it feels great. You\u2019re riding high for the rest of the day. But when a sales meeting doesn\u2019t go as you planned, it\u2019s not just a let down\u2013\u2013it can be &#8230;<\/p>\n","protected":false},"author":29,"featured_media":46854,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[380],"class_list":["post-42270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","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>5 things to include in your client sales meeting agenda | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"What should you talk about in your client sales meeting agenda? Here are 5 essential topics to discuss, including next steps &amp; opportunities for questions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/client-sales-meeting-agenda\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 things to include in your client sales meeting agenda\" \/>\n<meta property=\"og:description\" content=\"What should you talk about in your client sales meeting agenda? Here are 5 essential topics to discuss, including next steps &amp; opportunities for questions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/client-sales-meeting-agenda\/\" \/>\n<meta property=\"og:site_name\" content=\"RingCentral Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ringcentral\" \/>\n<meta property=\"article:published_time\" content=\"2020-03-16T00:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-16T08:30:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png\" \/>\n\t<meta property=\"og:image:width\" content=\"930\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"RingCentral Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:site\" content=\"@ringcentral\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"RingCentral Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#article\",\"isPartOf\":{\"@id\":\"\/us\/en\/blog\/client-sales-meeting-agenda\/\"},\"author\":{\"name\":\"RingCentral Team\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358\"},\"headline\":\"5 things to include in your client sales meeting agenda\",\"datePublished\":\"2020-03-16T00:00:00+00:00\",\"dateModified\":\"2025-07-16T08:30:54+00:00\",\"mainEntityOfPage\":{\"@id\":\"\/us\/en\/blog\/client-sales-meeting-agenda\/\"},\"wordCount\":1683,\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png\",\"keywords\":[\"sales\"],\"articleSection\":[\"Business &amp; leadership\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"\/us\/en\/blog\/client-sales-meeting-agenda\/\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/\",\"name\":\"5 things to include in your client sales meeting agenda | RingCentral Blog\",\"isPartOf\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage\"},\"thumbnailUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png\",\"datePublished\":\"2020-03-16T00:00:00+00:00\",\"dateModified\":\"2025-07-16T08:30:54+00:00\",\"description\":\"What should you talk about in your client sales meeting agenda? Here are 5 essential topics to discuss, including next steps & opportunities for questions.\",\"breadcrumb\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage\",\"url\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png\",\"contentUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png\",\"width\":930,\"height\":700},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"\/us\/en\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 things to include in your client sales meeting agenda\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/\",\"name\":\"RingCentral Blog\",\"description\":\"Intelligent Communications\",\"publisher\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization\",\"name\":\"RingCentral\",\"url\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/\",\"url\":\"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png\",\"contentUrl\":\"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png\",\"width\":2048,\"height\":309,\"caption\":\"RingCentral\"},\"image\":{\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/ringcentral\",\"https:\/\/x.com\/ringcentral\",\"https:\/\/www.linkedin.com\/company\/ringcentral\/\",\"https:\/\/www.instagram.com\/ringcentral\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358\",\"name\":\"RingCentral Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\",\"caption\":\"RingCentral Team\"},\"sameAs\":[\"https:\/\/www.ringcentral.com\"],\"url\":\"\/us\/en\/blog\/author\/ringcentral-team\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 things to include in your client sales meeting agenda | RingCentral Blog","description":"What should you talk about in your client sales meeting agenda? Here are 5 essential topics to discuss, including next steps & opportunities for questions.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.ringcentral.com\/us\/en\/blog\/client-sales-meeting-agenda\/","og_locale":"en_US","og_type":"article","og_title":"5 things to include in your client sales meeting agenda","og_description":"What should you talk about in your client sales meeting agenda? Here are 5 essential topics to discuss, including next steps & opportunities for questions.","og_url":"https:\/\/www.ringcentral.com\/us\/en\/blog\/client-sales-meeting-agenda\/","og_site_name":"RingCentral Blog","article_publisher":"https:\/\/www.facebook.com\/ringcentral","article_published_time":"2020-03-16T00:00:00+00:00","article_modified_time":"2025-07-16T08:30:54+00:00","og_image":[{"width":930,"height":700,"url":"https:\/\/www.ringcentral.com\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png","type":"image\/png"}],"author":"RingCentral Team","twitter_card":"summary_large_image","twitter_creator":"@ringcentral","twitter_site":"@ringcentral","twitter_misc":{"Written by":"RingCentral Team","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#article","isPartOf":{"@id":"\/us\/en\/blog\/client-sales-meeting-agenda\/"},"author":{"name":"RingCentral Team","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358"},"headline":"5 things to include in your client sales meeting agenda","datePublished":"2020-03-16T00:00:00+00:00","dateModified":"2025-07-16T08:30:54+00:00","mainEntityOfPage":{"@id":"\/us\/en\/blog\/client-sales-meeting-agenda\/"},"wordCount":1683,"publisher":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage"},"thumbnailUrl":"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png","keywords":["sales"],"articleSection":["Business &amp; leadership"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"\/us\/en\/blog\/client-sales-meeting-agenda\/","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/","name":"5 things to include in your client sales meeting agenda | RingCentral Blog","isPartOf":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage"},"thumbnailUrl":"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png","datePublished":"2020-03-16T00:00:00+00:00","dateModified":"2025-07-16T08:30:54+00:00","description":"What should you talk about in your client sales meeting agenda? Here are 5 essential topics to discuss, including next steps & opportunities for questions.","breadcrumb":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#primaryimage","url":"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png","contentUrl":"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png","width":930,"height":700},{"@type":"BreadcrumbList","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/client-sales-meeting-agenda\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"\/us\/en\/blog\/"},{"@type":"ListItem","position":2,"name":"5 things to include in your client sales meeting agenda"}]},{"@type":"WebSite","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#website","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/","name":"RingCentral Blog","description":"Intelligent Communications","publisher":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#organization","name":"RingCentral","url":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/","url":"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png","contentUrl":"\/us\/en\/blog\/wp-content\/uploads\/2025\/04\/ringcentral-logo.png","width":2048,"height":309,"caption":"RingCentral"},"image":{"@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/ringcentral","https:\/\/x.com\/ringcentral","https:\/\/www.linkedin.com\/company\/ringcentral\/","https:\/\/www.instagram.com\/ringcentral"]},{"@type":"Person","@id":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/#\/schema\/person\/65a168321317ffd562e0d77745f1b358","name":"RingCentral Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g","caption":"RingCentral Team"},"sameAs":["https:\/\/www.ringcentral.com"],"url":"\/us\/en\/blog\/author\/ringcentral-team\/"}]}},"rc_img_url":"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/2021-year-business-continuity.png","rcblog_by_author":"<a href=\"\/us\/en\/blog\/author\/ringcentral-team\/amp\" data-dl-events-click=\"true\" data-dl-element=\"link\"><span class=\"image\"><img src=\"https:\/\/secure.gravatar.com\/avatar\/9a8d989fa7e72af5bd5cf487cf7080318b695de4be89de382c5e64305dd0249c?s=96&d=mm&r=g\" alt=\"\" width=\"30\" height=\"30\" layout=\"fixed\"><\/img><\/span><span class=\"by-author-name\">RingCentral Team<\/span><\/a>","rc_author_full_name":"RingCentral Team","rc_author_avatar":"\/us\/en\/blog\/wp-content\/uploads\/2022\/02\/ringcentral-logo-new.png","rc_author_link":"\/us\/en\/blog\/author\/ringcentral-team\/amp","rc_post_categories":"<a href=\"\/us\/en\/blog\/category\/trending\/business-leadership\/amp\">Business &amp; leadership<\/a>","amp_link":"\/us\/en\/blog\/client-sales-meeting-agenda\/amp","excerpt_title":"5 things to include in your client sales meeting agenda","_links":{"self":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts\/42270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/comments?post=42270"}],"version-history":[{"count":0,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/posts\/42270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/media\/46854"}],"wp:attachment":[{"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/media?parent=42270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/categories?post=42270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/wp-json\/wp\/v2\/tags?post=42270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}