Tool demonstration or discussion (30 min).Introduction to the agenda and the tool/technology to be discussed (10 min). The agenda includes segments on tool demonstrations, best practices, and feedback collection on what technology works well and what doesn’t. Discussion on upselling or retention strategies (30 min)Īs the name indicates, a sales technology and tools meeting focuses on equipping the team with the right technology and tools.Client sales history and overview (15 min).Introduction to the topic and intent of the meeting (5 min).The agenda might include understanding the client’s needs, customer feedback, and sales history, as well as strategizing on upselling or retaining the client. Strategy brainstorming and formulation (60 min)įrequency: Monthly or quarterly, depending on client priorityĬlient review meetings focus on discussing specific clients or accounts.Goal-setting for the next period (30 min).Market and competitive analysis (45 min).Review of previous strategy and outcomes (30 min).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. This meeting type focuses on setting or adjusting a sales strategy.
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