15 Free Sales Meeting Agenda Templates (Progressive Agendas)

It is necessary to coordinate the efforts of the individual sales team members to ensure maximum productivity and attainment of set goals. A sales meeting is the management tool used to effect this end. The essence of it is to share information and make decisions on pressing matters. The purpose of the meeting is fulfilled when progress can be measured, problems identified, solutions proffered, and a future projection is established. This article comprehensively describes all the steps needed to organise and execute a successful sales meeting through a well-established agenda.

Sales Meeting Agenda Templates

Creating an agenda for a sales meeting is extremely important for the success, but only if the plan is drawn up correctly. These templates provide a means of quickly creating a sales meeting agenda that is functionally sound and structured to fit your specific organization.

As a result, the templates for meeting agenda sales save time, and resources and also increase productivity. This site offers a spectacular selection of free downloadable templates, custom-made for you, to boost your efficiency and improve sales meeting results.

Following are some templates for you:

Editable Sales Meeting Agenda Template 01 for Word

Free Sales Meeting Agenda Template 02 for Word

    Understanding Sales Meeting Agenda

    It is a pre-defined itemization of all the necessary aspects to be covered in your meetings. It is a specification of what should be done, how it should be done, and when it is to be done. It is a preparation tool for any sales meeting to guide you, the host of the meeting, through the actual event. This meeting agenda streamlines the meeting process and ensures the purpose of the meeting is attained as quickly and efficiently as possible.

    When should a sales meeting be held?

    There is no specific answer as to how many times a sales meeting should be held or when exactly it should be held. Each organization is different, and requirements are specific to each one. The optimal frequency with which sales meetings should be based on internal and external factors relevant to the organization.

    This comprises the size of the sales team, the current performance of the team, or a sudden meaningful change in the market environment. A weekly sales meeting is usually a good balance for most organizations, being a suitable means of keeping firm control over the team’s performance while not being excessive.


    The preparation done before each sales meeting actively defines your performance during the occasion. Follow the following steps to plan the meeting:

    Select the decision-making process

    The method used to conclude on divisive topics should be selected. The options range from a voting process to the singular authority residence in one individual.

    Distribute the plan

    It is much more convenient for everyone to know what to expect at the meeting. There is clarity on the function of each person at the meeting and when each person is expected to contribute.

    Send necessary reports and information

    A meeting is a means of sharing information, and having the resources necessary to do so is crucial to the success of the meeting. All metrics, key performance indicators, or research information should be gathered before the meeting begins.

    Make sure everything is prepared

    Even the most mundane things can have a significant disruptive effect on the meeting if not adequately addressed. All necessary resources to ensure the success of the meeting should be obtained and set up beforehand. This includes the room in which the meeting is to hold, equipment, information resources, and even refreshments if any are provided.

    How to Conduct a Sales Meeting?

    There is no universally correct way of conducting a sales meeting. But, all successful meetings have factors they share in common that lower the risk of failure.

    These factors are as follows:

    Set an objective

    A clear expression of the intent of a sales meeting should be predefined to keep the meeting as short and to the point as possible. All that is to be accomplished in the meeting are duly itemized and made clear. Once the objectives of the meeting are met, the meeting can be deemed concluded and closed.

    Use icebreakers

    Getting the conversation started quickly and naturally is an excellent way to ease your team members into the meeting. Then, a light, hearty joke or a casual comment to get the room relaxed and set the tone for the rest of the meeting is usually enough to do the trick.

    Share the plan

    Engaging your sales team in the meeting proceedings ahead of time will give them more time to prepare and have readily formed opinions to share. On-the-spot formation of opinions can lead to short-sightedness and errors. By sharing the plan, everyone knows what to do at the meeting and when to do it.

    Meeting norms and state expectations

    Rules and guidelines regulate behavior and promote the organization. Establishing meeting practices that everyone must follow reduces the chances of disarray, especially with large teams. The expectations from each attendee at the meeting are made clear and concise.

    Facilitate the conversation to stay on track

    A productive sales meeting should waste no one’s time. You should be in control of the meeting at all times and ensure it does not go off the rails. The plan set out for the meeting should be followed at all times to conclude the meeting as early as possible. Lengthy discussions should be shelved for another time.

    Ask reps to provide relevant data before meeting

    Reps need to provide reports and insights gained through their sales activities, being a valuable information resource during the meeting. Mandatory submission of relevant data at least a day before the actual meeting is an excellent way to ensure that all the necessary data is available and accounted for.

    Share action items and next steps

    A good sales meeting has a definite conclusion in which the team’s strategy of moving forward is determined. The sales reps need to know in which direction the team is heading to support the progression. The set objectives for each rep can be distributed at the end of the meeting.


    A weekly sales meeting agenda should be created for weekly sales meetings to provide a clear structure of what is expected from each meeting.

    The plan typically details what will be covered in the meeting that week. Weekly sales meeting agendas should typically be kept very short and to the point as this type of meeting will be repeated constantly at short time intervals. While making the schedule identical every week may be tempting, this can induce monotony and make each meeting an experience to endure and deal with repeatedly. A little variety will keep the weekly meetings exciting enough to be engaging but not enough to be distracting.

    Information to be Include

    The information which should be included is as follows:

    • Celebrate winnings: Recognition of past victories is always an excellent way to open up any meeting. The issuance of accolades to sales reps who have performed exemplarily instills a sense of appreciation and bolsters morale.
    • Updates on the pipeline: The report of each team member is invaluable to gaining necessary insights and highlighting the performance of each team member. Thus, vital information needed for the meeting can be obtained.
    • Uncover obstacles: Certain circumstances or conditions might hinder achieving any of the mission objectives set for the team. Identification of these obstacles is the start of the journey towards eliminating them.
    • Share prospect insights: The information relayed by the sales representatives is a perfect way of getting the responsiveness of the market towards your sales tactics and the company as a whole. So open up the floor to the influx of information from your reps.
    • Metrics updates: Examine the critical performance indicators for your team and individual efforts to gauge how close you are to achieving your objectives. Identify where improvements need to be made and schedule corrective actions after the meeting.
    • Share organizational information: Giving your reps the most current information will enable them to perform better at their duties. This can be especially important when the activities of some other part of the business will have a lot of effect on your set mission objectives.
    • Competitor’s information: This should be a two-way information-sharing exercise. Your reps will have good intelligence about your competitor’s sales practices and market advantages. You can use this information and any other information you have gleaned about your competitors to formulate a game plan.
    • Pick apart the competition: This is the culmination of the entire meeting, and at this point, all the insights gained during the meeting should be brought to bear. Revise your sales strategy if needed to gain an advantage over your competitors, reassign sales reps if necessary, or begin developing a new strategy that will prove instrumental in the future.


    The sales meeting agenda provides a procedural way of doing things to get the best results. However, each meeting can have greater relevance. Therefore, a record of the happenings at each meeting should be kept for future reference to identify each decision-making step quickly. In addition, a list of attendees at each meeting will be vital in recognizing each team member’s contribution at every meeting.

    Professional’s Word of Wisdom

    Adopting some practices can also bolster your sales meeting skills to whole new levels to make each of your sales meetings truly the best it can be.

    These practices can be as follows:

    Simplify the plan

    An overly complicated plan does little more than confusing all involved with it. Therefore, the wording in the plan should be simple, and each item should be short and to the point.

    Use appropriate technology

    The steady transition of the world to a digital age is rendering some technology obsolete, and consequently, some people. Select the best means of communication to ensure your audience can receive, access, and understand your message.

    Be punctual

    Each sales meeting should start and end when specified on the invite. Getting to the meeting early sets a good example and shows appreciation of the time of the people who are attending your meeting.

    Make it in the correct order

    The meeting should progress as it was intended that it should. There should be no derailments or omissions. All raised topics are duly discussed, and a conclusion is given to them.

    Brief the team

    Your sales team should be up-to-date on relevant information at all times. Always make it a point of duty to let them know about the information that might affect their ability to perform their duties.

    Ask the team to discuss obstacles

    Obtaining personal opinions from members of your sales team is at times better than generalizing. Ask for challenges faced by the members of your team that can prevent them from achieving the objectives set for them.

    Give recognition to winnings

    Team members that have put in an extra amount of work into their duties should always be duly commended for their efforts. This boosts the morale of the recipient of praise and inspires others to follow their example.

    Spare time for discussion

    Every sales meeting should be kept on a tight leash to ensure that it goes as planned, but it isn’t easy to estimate all the crucial situations that might arise. Ample considerations made for these occurrences allow the meeting to stay on track while pressing matters are resolved.

    Motivate the team

    A team’s morale heavily influences what they can achieve and how willing they go the extra mile. Therefore, keeping your team happy is integral to ensuring the team’s success.

    Key Takeaways

    • Remember, sales meetings are a tool for productivity and should not be held merely out of tradition.
    • Every sales meeting should have a clearly defined expectation, minimize time wastage, and optimize results.
    • Your team is just as important as you, and the attendees at your sales meeting should have their time respected, their input valued, and the results of each meeting made clear to them.

    About This Article

    Julie Ross
    Authored by:
    Market Research, Business Planning, Financial Modeling, Project Management
    Julie Ross is a seasoned expert in market research, financial modeling, and business planning. With over two decades under her belt, she's honed her skills in Excel and Google Sheets, crafting in-depth models. She stands out with her adeptness in exhaustive market research, resulting in robust, visually compelling business plans with realistic financials. Beyond planning, Julie has managed multi-million dollar projects for Fortune 500 companies and startups, supported by an MBA and a Scrum Master certification. Her multifaceted expertise ensures holistic solutions for business challenges.

    Was this helpful?

    Great! Tell us more about your experience

    Not Up to Par? Help Us Fix It!

    Keep Reading

    Thank You for Your Feedback!

    Your Voice, Our Progress. Your feedback matters a lot to us.