Sales Meeting Agenda

Meeting Agenda
Each Wednesday at 8 am
Ends 8:45 am

Our Sales Process





  1. 1

    What would you do?

    Industry scenario or case study from the Facebook Group: Screenprint Marketing.

    • We will discuss one group post and talk about how you would solve the problem. 

    • Each person will write down what you would do in a certain scenario. We will then go around and discuss everybody's answer.
    There is no right or wrong answer, so don't worry.
  2. 2

    Review Employee SMART Goals

    Review staff goals
    • Review individual SMART Goals
      • Specific
      • Measurable
      • Achievable
      • Relevant
      • Time Bound
    • Cassie daily training log.

    10 Minutes
  3. 3

    Discuss Erik's Tom Meeting

    Erik will discuss what he learned from Tom in his weekly Inner Circle Meeting
  4. 4

    Review All new Leads

    • Shopworks Marketing: Bring up all the new leads since the last meeting.
    • Question each rep    
      • What they are doing with the lead?
      • What is their next course of action?
      • Mark in activity their next course of action.
    5-8 Minutes

  5. 5

    Review New Customers

    • Bring up the weeks new customer orders.
    • Sales rep working the order needs to update us
      • Who they are working with. First and Last name
      • How did they hear about us? (need for marketing)
      • What does the customer do? Bring up their website
      • What did they order
    5 Minutes
  6. 6

    Review Sales Reps Accounts

    Compare last years monthly sales to this years monthly sales.
    Discuss accounts that are under performing
    Discuss accounts with sales growth

    Action Plan
    Formulate an action plan to improve the sales of the under performing accounts.

    5-8 Minutes
  7. 7

    Review WOWs

    • Review our WOW  process
    • What's on our WOW shelf
    • Review Ken's scheduled appointments

  8. 8

    Review Current Promotions

    • Review current marketing promotions
    • If there isn't a current one, discuss a new one. 

    5 Minutes
  9. 9

    8:45 AM Meeting is over

    • We end the meeting at 8:45 am
    • We don't go longer than 9 am