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:

  1. Review progress on high-value leads

  2. Discuss challenges and solutions

  3. 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:

  1. Sofia Clarke: Draft revised proposal for Acme Corp, due by April 20, 2050.

  2. Rajesh Gupta: Coordinate with Product Development for Beta Solutions’ custom features, prepare a detailed presentation by April 25, 2050.

  3. 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.

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