Yes, we all have too many let's at least stay organized! → Discover ZipDo

How To Run An Online Sales Meeting

To run an online sales meeting effectively, one should prepare an engaging agenda, use interactive presentation and communication tools, hold proper goal setting, actively engage the sales team, and follow up promptly for feedback and the next step actions.

An online sales meeting is a virtual gathering of sales professionals, often organized via a digital platform, where they discuss strategies, goals, and objectives related to sales. This can include presenting sales performance reports, sharing new sales tools or techniques, discussing market trends, setting sales targets, or deliberating on client-related issues. This type of meeting can be extremely efficient, saving travel time and facilitating participation of employees, partners, or clients regardless of their geographical location.


How To Run An Online Sales Meeting: Step-by-Step


Step 1: Pre-Meeting Preparations,

First, carefully identify and enlist the main objectives of the meeting to ensure it’s productive and purposeful. Next, establish a list of necessary participants and extend formal invitations to them. Prior to the meeting, distribute agendas detailing the meeting’s structure and discussion points. Lastly, determine and set up the most fitting online platform for the meeting to ensure a smooth, technical glitch-free experience for all attendees.

Next Step

Step 2: Setup of Technological Tools,

Ensure all necessary devices like your webcam and microphone are functioning optimally. Check your internet connection for stability to avoid disruptive hiccups. Also, familiarize yourself with the online meeting platform in advance, performing a test run if possible. This will help you understand the features, troubleshoot any glitches, and ensure a seamless meeting experience.

Next Step

Step 3: Initiate Meeting,

Always initiate the meeting promptly; this fosters respect for others’ time. Articulate the meeting’s purpose to set clear expectations. Establish and communicate meeting etiquette, such as muting microphones when silent, signaling prior to speaking, to maintain order. Assert control to steer the meeting productively.

Next Step

Step 4: Presentation of Sales Materials,

Undoubtedly, the crux of the meeting is your sales pitch. Ensure to utilize the right mix of compelling visuals like graphs and images for clearer understanding. Use clear and concise language to convey your message effectively. Incorporate interactive segments to sustain your attendees’ interest and engagement throughout the presentation. Remember, your pitch has to be captivating, informative, and persuasive.

Next Step

Step 5: Open for Discussions,

Opening the floor for input such as questions, comments, and queries from all meeting participants helps foster clear comprehension and shared knowledge. It offers an opportunity for clarification, information expansion, and encourages a rich, two-way exchange of ideas which significantly enhances the meeting’s interactive nature.

Next Step

Step 6: Decision Making,

Following the discussion, the decision-making stage unfolds, this could entail finalizing a business deal, determining future strategies, or outlining upcoming tasks, contingent on the meeting’s goal. It’s crucial to confirm that each participant comprehends and consents to the agreed-upon resolutions to ensure holistic acceptance and advance towards implementation.

Next Step

Step 7: Summarize and Wrap Up,

Recap the pivotal topics from the meeting, commemorating decisions reached and future actions. Conclude positively, underlining the successful collaboration. Make certain that each participant clearly comprehends their duties following the meeting to ensure continuity and efficiency.

Next Step

Step 8: Follow-up,

Following the meeting, ensuring a follow-up email is vital for accountability and clarity. This email should succinctly summarize meeting points and clearly delineate action-items for each participant. Thus offering a concrete reminder of their tasks, while unclogging any confusion, thereby ensuring everyone is in alignment post meeting.

Next Step

Step 9: Review,

To enhance future meetings, a comprehensive review of the meeting’s effectiveness is essential. This involves seeking feedback from participants, identifying what strategies were successful and which fell short, and formulating appropriate improvements. Specifically for online sales meetings, there could be focus on communication clarity, technology utilization, meeting duration and member engagement.



Running successful online sales meetings is not a challenging task with the right planning, preparation, and tools at your disposal. By setting a clear agenda, ensuring efficient communication, using the right technology, involving participants, providing relevant data, and regular follow-ups, you can significantly enhance the productivity and outcomes of your meetings. Remember, the key to a successful meeting lies in ensuring everyone’s contribution and keeping the meeting focused on your sales objectives. In a world that seems to be ever more virtual, mastering the art of online sales meetings will unquestionably provide a competitive advantage for you and your business.


What technology is needed for an online sales meeting?

The technology required for an online sales meeting includes a stable internet connection, a computer or a smartphone, a headset or speakers and microphone for communication, and a webcam if video conferencing is required. Additionally, access to the chosen online conferencing platform like Zoom, Microsoft Teams, Google Meet is also required.

How will the online sales meeting be structured?

The structure of an online sales meeting mimics that of a physical meeting. It often begins with greetings and introductions, then the main agenda of the meeting is discussed which may include discussion on sales performance, strategies, updates etc. There may be a Q&A segment towards the end followed by concluding remarks.

Can I share visual content during the online sales meeting?

Yes, most online meeting platforms allow you to share your screen and present visual content. This can be particularly useful for presenting sales figures, charts, diagrams, or other relevant visuals.

How will participant involvement be managed in an online sales meeting?

Organizers typically use features like mute/unmute controls for participants to minimize background noise. Participants can be asked to use chat features for asking their questions or contributing their ideas. In addition, polls or surveys can be utilized to keep participants engaged.

How can we secure our online sales meetings?

To secure your online sales meetings, you should use a reliable meeting platform that offers necessary privacy features. Additionally, avoid sharing meeting links or attendees publicly, use meeting passwords, and control who can join the meeting directly and who needs to wait in a ‘waiting room’ for approval.