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Sales Presentation Template (Sales Meeting Checklist)

February 24, 2022

How many attempts does it take to make a sale?

More than you think!

Prospecting is hard, and most of us hate it. But it takes an average of 8 touches to get an initial meeting, and giving up on a prospect after too few attempts mean you are passing up a potential sale.

Only 1 in 50 deals are closed upon the first meeting, according to research by Marketing Wizdom. This means you need 500 meetings in your sales pipeline to close 10 deals.

That’s a lot of time and money, isn’t it?

This is why it becomes even more important that you nail it when you do get that sales meeting!

To create a sales plan that works and helps you hit your revenue targets, you need to focus on 3 major elements.

  1. Interest: Engage prospects by sparking discussions to discover their needs and interests instead of focusing on the company’s history, products, and features.
  2. Consideration: Convert the meeting into a qualified sales opportunity rather than a friendly chat.
  3. Decision: Move the opportunity forward to a proposal and a deal by aligning content and recommendation to the prospect’s current situation.

There’s nothing more exciting than someone who has shown interest in your product, and nothing more terrifying than this—but figuring out how and when to unleash that sales pitch is what makes a sales pro.

What is a Sales Presentation, and Do You Need One?

A good sales presentation may be the best opportunity you have to put all your cards on the table and demonstrate precisely why your product is perfect for the prospect and inspire them to take action.

It is not necessarily something you’d share with the prospect, but more of a personal meeting outline to help you stay on message, organized, and perfectly timed.

Learn how to plan the perfect first sales presentation to prevent dragging along the sales process and wasting valuable time and ensure you address the prospect’s top concerns.

Download The First Sales Meeting Presentation Checklist

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