Navigating a sales meeting without a clear agenda can lead to a chaotic discussion and an unproductive outcome — leaving you feeling frustrated and uncertain about the next steps.
Fortunately, using a sales meeting agenda template lends structure and clarity to any meeting. Whether you’re reviewing your sales team’s performance, need to strategize, or have challenges to tackle, the right agenda template is a powerful step toward more effective sales meetings.
The 12 templates in this article — eight for sales team meetings and four for one-on-one meetings with company leadership — will empower you to lead meetings with confidence and consistently achieve the outcomes you’re hoping for.
Why use a sales meeting agenda template?
A sales meeting agenda template is a structured document used to guide the flow and agenda topics of a sales meeting.
It lays out the items, topics, or issues that need to be discussed or addressed during the meeting — often with time allocations for each agenda item to keep the meeting well-organized, focused, productive, and efficient.
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Sales meeting agenda templates save you from having to generate agendas from scratch for each meeting.
Agenda templates for sales team meetings
Sales meetings vary in their objectives and focus, so the type of agenda template you need will depend on the nature of the meeting.
Below, you’ll find eight templates for common types of sales meetings, along with a brief description of each meeting type and suggested time limits.
Begin by articulating the nature of the meeting you need to call. Then, select a template from the list below that best fits the meeting’s purpose.
1. Weekly sales team meeting
Frequency: Weekly
Duration: 60 minutes
This recurring meeting focuses on weekly targets, performance metrics, and tackling any challenges that arise.
The agenda for your weekly sales meetings may include sales updates from each team member, a review of the weekly sales numbers, and discussions on how to overcome current obstacles.
Agenda template:
- Welcome and opening remarks (5 min)
- Weekly sales numbers and metrics update (15 min)
- Updates from individual sales representatives (20 min)
- Challenges and solutions discussion (10 min)
- Announcements and updates (5 min)
- Closing remarks and next week’s focus (5 min)
2. Sales training meeting
Frequency: Quarterly or as needed
Duration: 2–3 hours
This type of meeting is structured around a training topic. That could be a new sales technique, a product training session, training on AI web scraping tools or even soft skill development, such as how to stay positive and polite when dealing with a difficult customer.
A sales training meeting can include a breakdown of training modules, interactive activities, and feedback sessions.
Agenda template:
- Introduction to training topic (10 min)
- Training Module 1 (30 min)
- Interactive activity or role-playing session (20 min)
- Training Module 2 (30 min)
- Second interactive activity or role-playing session (20 min)
- Evaluation and Q&A (30 min)
- Wrap-up and key takeaways (10 min)
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3. Product launch sales meeting
Frequency: As required (before a product launch)
Duration: 2 hours
Before launching a new product or service, this meeting aligns the sales team around that project’s benefits and selling points. The agenda might include product demonstrations and hands-on training, discussions on market positioning, and sales strategies specific to the new offering.
Agenda template:
- Introduction to the new product (15 min)
- Product demonstration (30 min)
- Market positioning discussion (20 min)
- Sales strategies and tactics (30 min)
- Q&A session (15 min)
- Closing remarks and next steps (10 min)
4. Sales strategy planning meeting
Frequency: Quarterly or annually
Duration: 3–4 hours (including a 15–20-minute break)
This meeting type focuses on setting or adjusting a sales strategy. It is usually held periodically, either quarterly or even annually, and covers topics such as market analysis, competitive positioning, goal setting, and action plans for the upcoming business plan period.
Agenda template:
- Introduction to the meeting (10 min)
- Review of previous strategy and outcomes (30 min)
- Market and competitive analysis (45 min)
- Goal-setting for the next period (30 min)
- Strategy brainstorming and formulation (60 min)
- Action plan creation (45 min)
- Review and finalization (20 min)
5. Client review meeting
Frequency: Monthly or quarterly, depending on client priority
Duration: 1.5 hours
Client review meetings focus on discussing specific clients or accounts. The agenda might include understanding the client’s needs, customer feedback, and sales history, as well as strategizing on upselling or retaining the client.
Agenda template:
- Introduction to the topic and intent of the meeting (5 min)
- Client sales history and overview (15 min)
- Client feedback and concerns (20 min)
- Discussion on upselling or retention strategies (30 min)
- Next steps and action items (15 min)
- Closing remarks (5 min)
6. Sales technology and tools meeting
Frequency: Semi-annually or as needed
Duration: 1.5 hours
As the name indicates, a sales technology and tools meeting focuses on equipping the team with the right technology and tools. The agenda includes segments on tool demonstrations, best practices, and feedback collection on what technology works well and what doesn’t.
Agenda template:
- Introduction to the agenda and the tool/technology to be discussed (10 min)
- Tool demonstration or discussion (30 min)
- Best practices and usage guidelines (20 min)
- Feedback from the team (10 min)
- Q&A session (10 min)
- Wrap-up and next steps (10 min)
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7. Sales pipeline review meeting
Frequency: Monthly
Duration: 2 hours
A sales pipeline review meeting dives deep into the business’s sales funnel or pipeline. The agenda includes a review of leads at different stages, potential bottlenecks, conversion rates, and strategies for pushing leads toward closure.
Agenda template:
- Opening remarks (5 min)
- Pipeline overview and statistics (15 min)
- Review of leads in early stages (20 min)
- Review of leads in middle stages (20 min)
- Review of leads in final stages (20 min)
- Bottleneck identification and solutions (20 min)
- Next steps and action items (20 min)
8. Sales review and feedback meeting
Frequency: Quarterly
Duration: 2 hours
In a sales review and feedback meeting, the team retrospectively reviews successes and areas for improvement. The agenda includes segments for analyzing sales data, discussing what worked and what didn’t, and brainstorming improvements.
In this type of meeting, it’s helpful to review the notes from the previous session to assess progress on critical issues.
Agenda template:
- Introduction to the meeting (5 min)
- Review of sales data and outcomes (25 min)
- Discussion on successes (30 min)
- Areas for improvement and challenges (30 min)
- Brainstorming and feedback session (20 min)
- Next steps and strategies (10 min)
Feel free to adjust these eight sales team meeting templates and time allocations to your sales team meetings’ needs.
Agenda templates for one-on-one sales meetings
In addition to managing a sales team, sales managers need to prepare for regular one-on-one meetings with senior leadership. Though often less structured than regular sales team sessions, these meetings benefit from having clear agendas.
Here are four one-on-one sales meeting agenda templates tailored to interactions between a sales leader and the CEO or another senior leader:
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1. Quarterly sales performance review
Frequency: Quarterly
Duration: 60–90 minutes
A quarterly sales performance review provides an opportunity for the sales manager to present an overview of the sales department’s achievements and challenges over the past quarter. It’s a check-in to ensure sales strategies are on track and determine whether any adjustments are required.
At the same time, the CEO gains insights into the health of the sales pipeline, top performers, and areas that may need additional resources.
Agenda template:
- Opening and purpose of the meeting (5 min)
- Overview of quarterly sales achievements vs goals (10 min)
- Deep dive into top-performing products/services (10 min)
- Analysis of underperforming segments and challenges faced (10 min)
- Market and competitive insights, including new sales opportunities (10 min)
- Strategy updates and upcoming initiatives (10 min)
- Feedback from CEO and direction for next quarter (15 min)
- Wrap-up and next steps (5 min)
2. Annual sales strategy presentation
Frequency: Annually
Duration: 1.5–2 hours
In an annual sales strategy presentation, the sales leader presents the comprehensive sales strategy for the upcoming year. The focus is on aligning the sales objectives with the company’s broader strategic goals. The meeting delves into anticipated market trends, resource allocation, and key performance indicators (KPIs).
The CEO provides feedback on keeping the sales process aligned with the company’s vision and may suggest strategic pivots.
Agenda template:
- Recap of the past year’s performance (15 min)
- Market trends and competitive landscape analysis (15 min)
- Proposed sales strategy for the upcoming year (20 min)
- Budgeting and resource allocation (20 min)
- Key milestones and performance indicators (10 min)
- CEO insights, feedback, and strategic alignment (10 min)
- Q&A session (10 min)
- Conclusion and way forward (5 min)
3. Product/service launch discussion
Frequency: As required (before a product/service launch)
Duration: 60 minutes
A product/service launch discussion helps ensure that the CEO and sales manager are aligned on the go-to-market strategy whenever a new product or service is ready for launch.
The sales manager presents research on market positioning, sales tactics, and anticipated challenges. The CEO provides direction for the launch.
Agenda template:
- Introduction to the new product/service (10 min)
- Market research and positioning strategy (10 min)
- Sales tactics and launch plan (10 min)
- Expected challenges and solutions (10 min)
- Resource allocation and team readiness (10 min)
- CEO’s input, concerns, and suggestions (5 min)
- Finalization of launch plan and next steps (5 min)
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4. Crisis or challenge discussion
Frequency: As needed (when facing significant sales challenges)
Duration: 60 minutes
When a sudden dip in sales, an emerging strong competitor, or another unexpected challenge arises, a crisis or challenge discussion addresses the issue head-on.
The sales manager presents the issue, its impact, and proposed solutions. The CEO, who has a broader view of the company’s operations, may offer alternative solutions, provide resources, or suggest strategic shifts to navigate the challenge effectively.
Agenda template:
- Overview of the challenge (10 min)
- Impact analysis on sales and business (15 min)
- Proposed solutions and action plans (15 min)
- Risk assessment and contingency planning (10 min)
- CEO’s guidance, insights, and recommendations (5 min)
- Finalization of the action plan (5 min)
7 practical tips for productive meetings
Regardless of the agenda template you choose to work with, all meetings benefit from essential practices to be effective.
Here are seven practical tips to keep your sales meetings productive and impactful.
1. Articulate clear meeting objectives
Before diving into the meeting, establish clear objectives. What do you want to achieve by the end of the session? Make sure this is reflected in the agenda and shared with the participants at the meeting’s start.
A well-defined goal will help you ensure that the discussion stays on track and yields tangible outcomes.
2. Share the required pre-meeting preparation
Encourage participants to come prepared. Share the agenda, relevant documents, and any pre-reading materials in advance. This not only saves time but also allows team members to contribute more meaningfully to the discussion.
3. Practice effective time management
Adhere strictly — though not rigidly — to the allotted time for each agenda item so that all topics are covered without the meeting running over time.
Motion’s AI-driven intelligent calendar can help keep your meetings on track by mapping out the allotted time for agenda items.
Direct side issues to the parking lot to be dealt with in a separate meeting at a later time.
If a discussion needs more time, schedule a follow-up session.
4. Engage every participant
Create an inclusive environment where each team member feels valued and encouraged to contribute.
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Actively seek input from quieter members so that all participants’ perspectives are heard and considered.
5. Formulate action items and assign accountability
Conclude the meeting by summarizing key takeaways and reviewing action items, including clear deadlines. A key step is to assign responsibilities to specific individuals for follow-through.
6. Follow-up
Send out a meeting summary highlighting the discussed points, the decisions made, the next steps, and who’s responsible for those steps.
7. Gather feedback on your meetings
Regularly collect feedback on your meetings’ effectiveness, and adjust or fine-tune your agenda templates as needed so that the meeting processes you use remain relevant and valuable to all participants.
By incorporating these practices, you can transform your sales meetings into productive sessions that drive results, promote better team collaboration, and contribute positively to your sales objectives.
Try our agenda templates for better sales meetings
A sales meeting agenda template is a helpful tool for a focused, productive sales meeting. Select from the 12 templates presented in this article to always have an effective, ready-made agenda outline at your fingertips.
To schedule meetings at the best times for all participants and keep agenda time allocations on track, consider using Motion’s intelligent online calendar and Meeting Assistant.
