6 Templates Every Sales Team Needs

Learn about six common meeting types and find templates that provide structure, consistency, and guidance to sales teams.

Templates to get you through the most common (and tedious) meetings

In today's environment, it's more important than ever to get the most out of every customer meeting, whether it's a prospect, ongoing check-in or an opportunity to identify and engage in expansion deals. Templates provide structure, consistency, and guidance for efficient and productive meetings, avoiding wasted time and missed points that can make or break deals.

Why you should use templates for your meetings

Using meeting templates can offer several benefits for both sales and customer success professionals. These templates save time and keep your team on the same page, ensuring you efficiently cover essential points and achieve your objectives. 

Here are some key benefits of using templates for meetings:

  • Time Efficiency
  • Better Preparation
  • Customization
  • Documentation
  • Engagement
  • Clarity

Meeting templates can be invaluable tools for sales and customer success professionals by providing clarity and other benefits that ultimately lead to more productive, efficient, and successful meetings.

Common Customer Meeting Types and Templates to Use

While there are dozens of customer meeting types, a few are common and critical in most industries. Leveraging templates for these types of meetings sets you apart from competitors and secures success.

1. Introductory Call

An introductory call is often the first step in building a new business relationship. It provides a chance to introduce your company's products or services, understand the prospect's needs, and establish a path forward.

Use the Introductory Call Meeting Agenda Template to ensure you are well-prepared and consistently on track for any Introductory Call. Get the right start on a fruitful business relationship with a structured agenda, effective note-taking, and detailed follow-up.

2. Discovery Meeting

Effective discovery meetings provide valuable insights into your prospect's needs and set the stage for an effective sales process and long-term customer success. 

Using the Discovery Meeting Agenda Template, you can build strong relationships and increase your chances of closing deals and delivering exceptional customer experiences.

3. Product Demo Meeting

A product demo meeting is an opportunity to showcase your product to potential customers. The main goal is to showcase your product in a context that highlights its benefits and directly addresses the client's needs. 

The Product Demo Meeting Agenda Template provides a structured approach to help you prepare for an effective demo, covering all essential points and aiding in efficient note-taking and follow-up to ensure your presentation is engaging.

4. Proposal Presentation Meeting

A proposal presentation meeting is a critical step in the sales process where you present your proposed solution to the client. This meeting is an opportunity to demonstrate how your product or service addresses the prospect's needs and challenges. 

Lead a successful, engaging proposal presentation meeting with the Proposal Presentation Meeting Agenda Template. Elevate your sales presentation using this template to anticipate objections and ensure impactful follow-up.

5. Final Presentation Meeting

A final presentation meeting is your last opportunity to present your solution in a way that directly addresses the prospect's needs, challenges, and pain points.

Lead an engaging, customer-focused final presentation meeting that covers all necessary points with the Final Presentation Meeting Agenda Template. Use this template to present your final solutions, maintain a sequential flow, and thoroughly prepare with confidence.

6. Negotiation Meeting

A negotiation meeting is often the last thing standing between you and a win. These meetings typically focus on business transactions, contracts, partnerships, or conflict resolution. 

By using the Negotiation Meeting Agenda Template, you can lead successful negotiations and note important information that will help you achieve a positive outcome. Use this template to develop and implement strategies, perfect your proposal, and record every detail.

Use templates with Meetingflow

Often, a team’s desire to use templates gets lost in the day-to-day reality of jumping into and following up on meetings. Meetingflow makes it easy to manage templates and use them to plan, engage, and follow-up successfully.

Meetings may be hard, but making them efficient doesn't have to be. Discover our template library and find one for every meeting type in your calendar.

3 Others We Like

Didn't get enough of those templates? Here's 3 more you might find handy (we did!):

The one space to get everything in the right place

Use Meetingflow to manage your meetings from your calendar to your CRM. Keep your notes, plans, and call recordings all in one place while updating your CRM, sending follow-up emails, and logging calls.