→ Save Your Spot! Our Free Webinar: Reduce org-wide meeting time and increase your productivity. Sign Up now

How To Run A Sales Meeting

Conduct a sales meeting by setting a clear agenda, keeping everyone focused and active, sharing success stories, addressing challenges, training your team, monitoring progress, and ending with a clear action plan.

A sales meeting is a gathering of a company’s sales team where topics such as sales targets, strategy, and performance are discussed. It provides an opportunity for salespersons to get insights into product updates, new selling techniques, and market trends while offering a platform for exchanging ideas and experiences. This meeting is crucial to motivate the team, address challenges, devise solutions, and align the team’s focus to drive sales growth for the company. It instills a sense of team spirit and collective responsibility towards achieving the organization’s sales objectives.

What is the purpose of a Sales Meeting?

The purpose of running a sales meeting as a leader is to provide a platform for effective communication, share important information and updates, set clear goals and targets, motivate and inspire the sales team, address any challenges or concerns, and ultimately drive sales performance and success.

How To Run A Sales Meeting: Step-By-Step


Step 1: Preparation

Prior to initiating a sales meeting, conduct a comprehensive study of the product/service you’ll be presenting, understanding its ins and outs. Delve into the potential client’s profile and their requirements to better understand their perspective. Preparation should also include creating visually appealing presentations to communicate your ideas effectively. Lastly, establish definite goals for the meeting to ensure a targeted discussion and make the most out of the interaction.

With ZipDo, our application, the hassle of preparing for team meetings is significantly reduced. Meeting leads benefit from a central hub of information from prior meetings, streamlining the retrieval of agendas and notes. This methodical approach ensures complete topic coverage.

Next Step

Step 2: Setting an Agenda

Constructing a precise meeting agenda, which includes well-defined, time-bound topics, is vital. This roadmap not only keeps the discussion on track but also guarantees all vital aspects are addressed. It’s an effective tool for managing meeting time efficiently and maintaining focus throughout.

Our platform, ZipDo, facilitates the integration of calendar appointments into a single collaborative space. This space is dedicated to constructing a joint agenda, where every team member has the opportunity to add their topics. By doing so, it guarantees more comprehensively prepared meetings, optimizing efficiency and easing the preparation and follow-up stages.

Next Step

Step 3: Introduction

Begin the session by introducing yourself and your team to familiarize everyone present. Clarify the objective of the gathering and promptly review the itinerary. This aids in setting expectations and establishes a framework for the upcoming deliberations, fostering an organized and transparent dialogue environment.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Try ZipDo free
Next Step

Step 4: Presentation

In your presentation, showcase your offering by underlining its distinctive features and benefits. Explain how your product/service can meet your client’s requirements or resolve their challenges. Use visual aids like slides or live product demonstrations to provide a more comprehensive and engaging understanding. Reinforce your points by linking the features directly to their needs, driving home the direct benefits they will experience.

Next Step

Step 5: Handling Questions and Objections

Being ready to tackle any questions or objections raised by the client is crucial. To achieve this, you need to have thorough knowledge of your product or service, along with strong communication skills. This entails the ability to respond to queries with confidence and persuasion, simultaneously providing reassurances and addressing concerns. In doing so, you show your competence, gain their trust and reduce any potential uncertainties the client might have.

Next Step

Step 6: Closing

In summarizing a meeting, detail crucial points discussing objectives and decisions made. Reinforce the value proposition to emphasize benefits. Subsequently, outline the next steps – a follow-up session, assessment of the contract or set a timeline for reaching a decision.

Questions to ask as the leader of the meeting

1. What are the sales targets and goals for this period? – This question helps to ensure everyone is clear on the expected outcomes and provides a focus for the team.

2. What are the current challenges faced by sales representatives? – Understanding the challenges can help the leader find solutions and provide the necessary support to overcome obstacles.

3. How successful have we been in reaching our target market? – This question helps to assess the effectiveness of the strategies used in targeting the desired audience and may prompt necessary adjustments.

4. What feedback have we received from customers? – This question helps gather valuable information about customer satisfaction, concerns, and preferences, enabling the leader to identify areas for improvement.

5. Are all sales team members aligned with our value proposition? – Ensuring that every team member understands and effectively communicates the value of the product or service increases the chances of closing deals.

6. What strategies are being employed to nurture leads and convert them into sales? – Discussing lead nurturing strategies helps identify gaps, share best practices, and optimize the conversion process.

7. Are there any emerging market trends or changes in customer needs that demand our attention? – Staying updated on market trends and customer needs helps the leader anticipate shifts in demand and adapt the sales approach accordingly.

8. How are we leveraging technology and tools to enhance our sales process? – Technology can streamline sales processes, so it’s crucial to assess whether the team is effectively utilizing available tools and explore potential improvements.

9. What training and development opportunities are needed to enhance the sales team’s skills? – Identifying training needs allows the leader to invest in targeted development programs to improve the overall performance of the team.

10. What are the key takeaways and action steps from this meeting? – Summarizing the main points and clarifying actionable steps ensures that everyone leaves the meeting with a clear understanding of their roles and responsibilities.

To prepare a sales-meeting agenda as a leader, start by identifying the goals and objectives of the meeting. Prioritize the most important topics and allocate time accordingly. Include updates on sales performance, challenges faced, and strategies moving forward. Encourage participation from team members and leave room for discussion and problem-solving.

How To Prepare For A Sales Meeting
Meeting Preparation Icon

During a sales meeting, it is important to discuss topics such as sales goals and targets, strategies for reaching those goals, updates on current sales initiatives, updates on potential leads and prospects, feedback and ideas for improvement, and any challenges or obstacles that need to be addressed.

See Our Sales Meeting Template
Meeting Template Icon

Software tools to facilitate a Sales Meeting

Software helps leaders run sales meetings more effectively by providing tools for planning and organizing the meeting agenda, tracking sales performance, and analyzing data. It allows for real-time collaboration and communication, enabling leaders to view and update information instantly. Additionally, software automates tasks, such as generating reports and setting reminders, saving time and improving productivity. Ultimately, software empowers leaders to make data-driven decisions, increase efficiency, and drive better sales results.

Our Recommendations:


Running a successful sales meeting is an essential skill that greatly impacts your team’s productivity, motivation, and their ability to reach their sales targets. It all starts with proper planning, setting clear objectives, communicating those objectives to your team, encouraging participation, and implementing a strategic follow-up process. Keep these tips in mind to ensure you maximize the potential of your meetings, making them more engaging and beneficial to all attendees. Regularly reviewing and refining your approach to sales meetings can lead to noticeable improvements in team performance and overall sales. Master these techniques and your sales meetings will become a powerful tool in achieving your sales objectives.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the main objective of the sales meeting?

The main objective of the sales meeting is to review sales performance, discuss strategies and plans to enhance sales, identify potential issues, and foster teamwork.

How frequent are these sales meetings held?

This can vary depending on the organization’s needs, but typically, sales meetings are held weekly or monthly to keep the team aligned and updated.

Who should attend a sales meeting?

Ideally, all members of the sales team should attend the sales meeting, including sales managers and representatives. Oftentimes, it’s also beneficial to invite representatives from marketing, customer service, and other relevant departments.

What is generally discussed in a sales meeting?

Sales meetings often include topics like review of previous period’s sales results, setting goals for the upcoming period, problem-solving for any issues hindering sales performance, and presenting new product updates or sales strategies.

How can these sales meetings be made more effective?

To make sales meetings more effective, set clear agendas, encourage active participation, keep the discussions focused and time-bound, recognize great performances, and follow up on action points after the meeting.

Get free access to our meeting webinar

By submitting the form you are subscribing to our newsletter. Our newsletter contains information about new blog articles, other offers, tips and promotions from MeetingFever. You can unsubscribe at any time. Information on data protection, revocation, performance measurement and logging can be found in our privacy policy.