Sales Call Agenda

Use this Sales Call Agenda Meeting Template to identify your prospective lead's business goals and objectives to discuss how your product or service will meet their needs.

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Industry
Internet
Agency
Saas
Startup
Non-Profit
Meeting Scope
One on one
Department
Sales
Growth
Meeting type
No items found.
Host Role / Title
Team Lead
Tone of the meeting
Casual
Casual

Objectives 📌

Review prospects key objectives.

Business goals ⚽️

Discuss the lead's needs and business goals.

Product overview 🔬

Present how the product or service meets their needs.

Questions and answers 🎳

Discuss any questions they may have about the product or service.

Decision panel♟

Discuss the lead's decision process.

Next steps 🏇

Define the next steps for the prospective lead.

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