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> Sales meeting prep checklist
Sales meeting prep checklist
1. Pre-Meeting Preparation
Review the agenda and objectives of the meeting.
Gather relevant sales reports and performance metrics.
Prepare any necessary presentations or visual aids.
Ensure all technology (laptop, projector, etc.) is working properly.
2. Participant Coordination
Confirm attendee list and send calendar invites.
Check availability of key stakeholders and decision-makers.
Prepare materials for distribution to attendees.
3. Customer Insights
Research recent interactions with key clients or prospects.
Compile feedback from previous meetings or calls.
Identify any potential objections or concerns from clients.
4. Strategy and Goals
Define clear sales goals for the meeting.
Outline key talking points and discussion topics.
Prepare questions to engage attendees and encourage dialogue.
5. Logistics
Confirm meeting location and setup (in-person or virtual).
Arrange for refreshments if needed.
Ensure all materials are printed and organized for distribution.
6. Follow-Up Plan
Develop a plan for post-meeting follow-ups.
Prepare a template for action items and responsibilities.
Schedule a debrief meeting with your team after the sales meeting.
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