Free Sales Proposal Meeting Minutes Template
Sales Proposal Meeting Minutes
Company: |
[your company name] |
Location: |
[your company address] |
Prepared by: |
[your name] |
Date: |
April 15, 2050 |
Time: |
10:00 AM - 11:30 AM |
Attendees:
-
Elena Mirov (Chair)
-
Marcus Li
-
Aisha Khan
-
Rajesh Gupta
-
Sofia Clarke
Agenda:
-
Review progress on high-value leads
-
Discuss challenges and solutions
-
Outline next steps for engagement
Meeting Outcomes and Decisions:
Lead Name |
Status Update |
Challenges |
Next Steps |
Responsible |
---|---|---|---|---|
Acme Corp |
Initial proposal accepted, negotiation phase |
Pricing concerns, competitor activity |
Revise pricing strategy, schedule follow-up meeting |
Sofia Clarke |
Beta Solutions |
Awaiting decision, positive feedback received |
Need for customized solutions |
Develop custom features list, arrange technical presentation |
Rajesh Gupta |
Gamma Digital |
Not responsive after initial meeting |
Lack of engagement |
Re-engage with new value proposition |
Aisha Khan |
Discussion Summary:
-
Acme Corp: The team discussed the feedback received during the last presentation. Concerns about pricing were highlighted as a major barrier. It was agreed that Sofia Clarke will work on a revised proposal with competitive pricing and additional service benefits to be presented next week.
-
Beta Solutions: Rajesh Gupta reported that Beta is interested in a tailored solution which incorporates specific functionalities not currently offered. The team decided to collaborate with the product team to incorporate these features into the next proposal.
-
Gamma Digital: Aisha Khan noted difficulty in re-engaging Gamma Digital. It was proposed that a new approach focusing on recent market trends and how our solutions align might be more successful. A new campaign will be drafted and reviewed in the next meeting.
Actions:
-
Sofia Clarke: Draft revised proposal for Acme Corp, due by April 20, 2050.
-
Rajesh Gupta: Coordinate with Product Development for Beta Solutions’ custom features, prepare a detailed presentation by April 25, 2050.
-
Aisha Khan: Develop a new engagement strategy for Gamma Digital, to be reviewed on April 22, 2050.
Additional Notes:
-
Elena Mirov emphasized the importance of agility and responsiveness to lead concerns as key to converting these opportunities.
-
Next meeting scheduled for April 29, 2050, to review progress on all actions taken and adjust strategies as needed.