Sales Skillstemplate
Sales Meeting Agenda Templates: Run Meetings That Close Deals
Ready-to-use agenda templates for discovery calls, demos, proposals, negotiations, QBRs, and team meetings.
LeadFinder Sales Team10 min read467 downloads
The Meeting Framework
Every sales meeting should have three things: a clear agenda, defined outcomes, and agreed next steps. These templates ensure you never wing it.
Template 1: Discovery Call (30 min)
| Time | Topic | Goal |
|---|---|---|
| 0-3 min | Intro & agenda | Set expectations |
| 3-10 min | Current situation | Understand their world |
| 10-18 min | Pain exploration | Quantify the problem |
| 18-25 min | Impact & urgency | Establish timeline |
| 25-30 min | Next steps | Book demo or disqualify |
Key questions to ask:
- "Walk me through how you currently handle [process]."
- "What happens when [pain point] occurs?"
- "If you could wave a magic wand, what would change?"
- "What's the cost of doing nothing for another 6 months?"
Template 2: Product Demo (45 min)
| Time | Topic | Goal |
|---|---|---|
| 0-5 min | Recap discovery findings | Confirm understanding |
| 5-10 min | Solution overview | High-level positioning |
| 10-30 min | Tailored demo | Show relevant features |
| 30-40 min | Q&A | Address concerns |
| 40-45 min | Next steps | Proposal timeline |
Demo rule: Show only features that solve problems they mentioned in discovery. Skip everything else.
Template 3: Proposal Review (30 min)
| Time | Topic |
|---|---|
| 0-5 min | Recap agreed requirements |
| 5-15 min | Walk through proposal |
| 15-25 min | Discuss pricing and terms |
| 25-30 min | Decision timeline and next steps |
Template 4: Negotiation Meeting (45 min)
| Time | Topic |
|---|---|
| 0-5 min | Confirm mutual interest |
| 5-15 min | Review open items |
| 15-35 min | Work through each item |
| 35-45 min | Summarize agreements, set close date |
Template 5: Weekly Team Standup (30 min)
| Time | Topic |
|---|---|
| 0-5 min | Wins from last week |
| 5-15 min | Pipeline updates (round-robin) |
| 15-25 min | Blockers and help needed |
| 25-30 min | Focus for this week |
From the LeadFinder Sales Team — manage your pipeline and never miss a follow-up.
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