Free Sales Advisory Meeting Agenda Template

Sales Advisory Meeting Agenda

Date: January 15, 2060
Time: 10:00 AM - 12:00 PM
Location: Conference Room 1, [YOUR COMPANY NAME], [YOUR COMPANY ADDRESS]
Meeting Facilitator: [YOUR NAME], Sales Manager
Attendees: Sales Advisory Team, Executive Managers, Regional Sales Managers


I. Opening Remarks

Time: 10:00 AM - 10:10 AM

Presenter: [YOUR NAME], Sales Manager

  • Welcome and Introductions

  • Meeting Objectives

  • Overview of the Agenda


II. Review of Previous Meeting Minutes

Time: 10:10 AM - 10:20 AM

Presenter: [YOUR NAME], Sales Manager

  • Approval of Previous Meeting Minutes

  • Action Items Review


III. Sales Performance Analysis

Time: 10:20 AM - 10:45 AM

Presenter: Madison Hill, Sales Analyst

Sales Performance Table

Metric

Target (Q4 2059)

Actual (Q4 2059)

Variance

Notes

Total Sales

$5,000,000

$4,750,000

-$250,000

Below Target

New Clients Acquired

50

60

+10

Exceeded Target

Client Retention

90%

88%

-2%

Slight Decrease

Average Deal Size

$100,000

$95,000

-$5,000

Slight Decrease

Sales Cycle Length

30 days

32 days

+2 days

Needs Improvement

  • Q4 2059 Performance Overview

  • Key Performance Indicators (KPIs)

  • Variances and Insights


IV. Strategic Initiatives and Updates

Time: 10:45 AM - 11:15 AM

Presenter: Karla Jones, Executive Manager

  • Current Strategic Initiatives

  • Progress Updates

  • Challenges and Mitigation Strategies


V. Market Trends and Competitive Analysis

Time: 11:15 AM - 11:35 AM

Presenter: Peter Davids, Market Research Analyst

  • Current Market Trends

  • Competitor Analysis

  • Implications for Sales Strategy


VI. Sales Training and Development

Time: 11:35 AM - 11:50 AM

Presenter: Jonathan Banks, HR Manager

  • Upcoming Training Programs

  • Skill Development Initiatives

  • Feedback from Previous Training Sessions


VII. Open Discussion and Q&A

Time: 11:50 AM - 12:00 PM

Presenter: [YOUR NAME], Sales Manager

  • Open Floor for Questions

  • Feedback and Suggestions

  • Next Steps and Action Items


VIII. Closing Remarks

Time: 12:00 PM

Presenter: [YOUR NAME], Sales Manager

  • Summary of Key Points

  • Thank You and Adjournment

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