This checklist is designed to ensure that all necessary preparations and topics are covered before, during, and after a sales collaboration meeting. It enhances communication and aligns team goals effectively.
Select a suitable date and time for all participants and send calendar invites at least one week in advance.
Draft an agenda outlining the topics to be discussed and share it with all participants two days before the meeting.
Collect all relevant sales data, reports, and presentations needed for discussion and ensure they are accessible to all participants.
Designate roles such as facilitator, timekeeper, and note-taker to streamline the meeting and ensure focus.
Follow the agenda, encourage participation from all team members, and keep discussions on track.
Take detailed notes during the meeting, highlighting decisions made, action items, and responsible parties.
Share meeting minutes with all participants within 24 hours and track progress on action items discussed during the meeting.