A step-by-step guide to conducting effective sales meetings

Published Updated 5 Min Read

Ascentis, Engagedly and Incentco are among the software packages helping HR track, monitor, and improve their workforces.

  • Upbeat welcome
  • Announce the prior week’s team sales results, including new accounts sold, current clients retained, seminars held, networking events attended, etc.
  • Give recognition to any particularly noteworthy team accomplishments
  • Recognize noteworthy individual sales results
  • Sharing sales success stories
  • Administrative announcements
  • Product or regulatory updates
  • Key account announcements or activation updates
  • Sales education content focused on: prospecting techniques, handling objections, closing techniques, developing centers of influence and referral sources, case studies, etc.
  • Sales contest or recognition program results/standings
  • Closing remarks
Jack Kwicien
Managing partner

Jack Kwicien, an Employee Benefit Adviser columnist, is co-founder of Daymark Advisors, a Baltimore-based consulting and advisory firm. He is also the co-developer of the SMART Benefits Strategic … Read full bio


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