Sample Sales Agenda Format

Sample Sales Agenda Format

[The sales agenda is written for every individual who is working as a field sales representative. Below briefly describe on Sample Sales Meeting Agenda Format. The sales meeting agenda is written either by a supervisor in the sales department or even other individuals experienced with this task.]

Points to consider while drafting Sales Agendas –

  • The agenda should contain the essential features with important topics.
  • The agenda should be prepared in a systematic format to be understood by the entire sales force.
  • The organizer or supervisor of the meeting should take the lead in writing the agenda.
  • It should also have summary sales records and any corresponding data which may be required during the meeting.

Example of Sales Meeting Agenda –

[Date: dd/mm/yy]

[Location And Time…]

Sales Meeting Agenda

[Host: Name of the Host Of the Meeting]

[Attendees: Names of All Attendees Invited]

9 AM To 9:15 AM — Brief Introduction.

9:15 AM to 9:45 AM — a review of the minutes of the previous meeting.

  • Sales activity.
  • Activities in the pipeline.
  • Status of the goal.

9:45 AM to 10:45 AM — break.

10:45 AM to 11:30 AM — feedback.

  • Success stories of salespersons.
  • Trends.
  • Opportunities.
  • Threats.

11:30 AM to 11:30 AM — upcoming week

  • Scheduled sales activities.
  • Expectations.

11:50 AM to 12 PM — adjournment

  • Tasks.
  • Review projections for the budget by the owner.
  • Submission of proposals to sales departments by the owner.
  • Listing of outstanding items by the sales department.


Another Example of Sales Agenda –

Daily Sales Meeting Agenda

[From BEP Automotive]

[Date: DD/MM/YY]

[Attendees: Names of All Attendees Present at the Meeting]

Morning Sales Meeting Agenda

Review the business activity of the previous day.

  • Showroom log.
  • Telephone log.
  • Email log.
  • Activity sheets of the salesforce.
  • Review incoming vehicles.
  • Review the number of vehicles needed.
  • Vehicle display.
  • News from the manufacturers.
  • Update of the latest market knowledge.
  • Any of the business.
  • Ongoing business activities which need to be considered.
  • Adjournment.