Template

Sales Meeting Agenda Template

A simple agenda template for discovery, qualification, or review meetings.

Discovery meeting agenda (30 min)

1. Intro (2 min) — roles, objectives for the call
2. Context (8 min) — their business, current approach, trigger for looking now
3. Problem deep-dive (10 min) — specifics, impact, what's already been tried
4. Possible fit (5 min) — how we might help, similar cases
5. Next steps (5 min) — follow-up, materials, meeting 2 if relevant

Qualification meeting agenda (30 min)

1. Recap from discovery
2. Decision process and stakeholders
3. Budget range (indicative)
4. Timeline and urgency
5. Technical fit / constraints
6. Next step (usually proposal or demo)

Account review meeting (monthly, 15-30 min)

1. Wins since last review
2. Current challenges
3. Upcoming priorities
4. Where we can help (specific asks)
5. Action items + owners

Reusable meeting notes template

• Date, attendees, meeting type
• Key points discussed
• Decisions made
• Action items (owner + due date)
• Next meeting

Tips

• Send the agenda 24 hours before the meeting
• End 5 minutes early — buy goodwill
• Always confirm next step in writing within 24 hours

Frequently asked questions

Should I share the agenda in advance?

Yes — it sets expectations and often surfaces what the other side cares about before the call.