Learning goals: What makes the person/company lose opportunities? How many/times? How? Why?

Objective: To engage and educate the prospect. The objective is to get the prospect to want more...

What are you selling and to whom? Don't forget this fundamental question to ensure your call achieves...

Congratulations and thank you for choosing to move forward with Front! While I've been your go-to person during your trial period…

Outline the purpose of the meeting and briefly go over the topics you will be covering as well as your goals for the next quarter.

We’re excited to kick off a trial with your team! To make sure we have the most pain-free trial and integration for you…

"You have to almost design the extreme to come backwards." - Brian Chesky. Knock on door, no response...

Outline the purpose of the meeting and briefly go over the topics you will be covering as well as your goals for the next quarter.

We break down our own customer process here into 4 categories: CSM Assignment, Success Automation, Proactive Success…

Introductions. Introduce/greet attendees. Outline the agenda items. Value proposition. Introducing your company and the products/services…

Team structure: How is their sales team aligned? How do they work with marketing? Do they have their own marketing in BD?

List out the most important information you need to know before entering the meeting.

Whether it’s your first time running a sales meeting or your 100th, this time is yours to connect with and support your team.