5. Sales Meeting
Meeting Checklist

Meeting Checklist

🎉 Wooooo, we booked a meeting!

It's extremely exciting, I know, but we need to maximize our chances at closing this deal.

Here's a checklist of things to remember for our meeting.

Before the meeting

  1. Research our lead and their role
  2. Understand what the company does
  3. Get sales deck ready
  4. Make sure our meeting tool is working

During the meeting

  1. Introduce yourself
  2. Learn about the lead and what problems they currently face
  3. Talk about how you can solve the problem

After the meeting

  1. Email lead the sales deck and ask for when you can expect a decision
  2. Follow up with decision making at the company