Every profession has a defining moment where the world can see whether you are truly a professional or just an amateur. It only takes listening to a few bars of a song when a singer begins to tell whether the person is any good at singing. Think about going out to a karaoke lounge and noticing someone stepping up to the microphone. How long before you know if they are any good?
In the past twenty-five years I have seen thousands of sales meetings conducted by managers throughout the world. I can tell within a few moments whether a sales manager is a professional or an amateur by how they begin a sales meeting. I bet you can, too. Of all the things you do as a sales manager, this is the most public thing you do in your business. Holding an excellent sales meeting is a great chance to motivate the team and disseminate information and it is also a chance to lose momentum in a hurry!
The Essential Ingredient in Every Sales Meeting
Sales managers who have decided to run a sales meeting because they have something important to convey have passed the first test for a successful meeting. They have a purpose! I realize this test seems obvious, but think back to all the meetings you have been to that had no value or agenda whatsoever. I know I have attended many meetings where I rolled my eyes and shook my head, thinking, “What a waste!” The first step to leading a successful sales meeting is to have a clear reason for calling one. Common reasons for holding a sales meeting are:
To inform the sales team– Give information on what is happening at the company, like a new product being announced or a new advertising campaign being launched.
To plan with the sales team– Discuss future goals and objectives, assess trends in the marketplace and discuss how the company can plan to meet challenges.
To Educate the sales team– Training is a crucial component of any successful sales organization. I find the best companies make training and education a part of every sales meeting.
To inspire the sales team– Like training, inspiration and motivation should be part of every sales meeting, but sometimes the whole purpose of the meeting is to get people revved up!
To reward the sales team– Sales meetings are great places to bring everyone together to give out praise and recognition. Remember to praise in public and criticize in private. Never use a sales meeting to criticize an individual salesperson. Use sales meetings only to praise an individual or team.
To build teamwork among the sales team and the company– Sales meetings can be excellent venues to build teamwork as well as to integrate parts of the company that don’t always work together. Schedule segments of the agenda that the administrative team can participate in as well. This is a great way to build an understanding of what each group does so that each can have more appreciation for the other. I highly recommend that you work participation time into your sales meetings if you have an accounting group, an installation team, a customer service team, or any other groups that work apart from sales. The payoff is a more understanding and cooperative organization.
By following the guide you will be well on your way to running great sales meetings that inspire your team. The most important advice I can give you is to prepare thoroughly. This is no time to “wing it.” Make sure you are ready and your team will know that you value them and their contribution to your team.
Effective Sales Meeting Checklist
After each meeting you conduct, take a few minutes and ask yourself these questions to review what happened and how you can grow as a meeting leader.
- Was I really prepared, or was I “winging it?”
- Did I start the meeting on time?
- Did the participants respond freely and easily to my questions?
- Did I keep the meeting on track? Did we stay focused?
- Did I refrain from lecturing or playing the expert?
- Did I maintain healthy control of the meeting?
- Were distractions handled properly?
- Did I keep the interest of the participants?
- Did I make full use of the audiovisual tools?
- Were the points covered thoroughly?
- Did I handle questions properly?
- Did the majority of the participants enjoy the meeting?
- Did I give them something to think about?
- Did I end the meeting on time?
- Did I learn something? If so, what?

Ron Marks is the author of Managing for Sales Results and travels extensively around the world helping sales managers work effectively with their sales teams. Ron can be reached at ron@managingforsalesresults.com.
1. They understand the company vision – Sales gets monotonous when people forget the big picture of what they’re working towards. People need to be reminded of how their role contributes to something that is bigger than themselves. 2. They have a clear long term personal vision – The sooner you talk about a salesperson’s purpose instead of their production, the sooner you’ll see an increase in their productivity. When people aren’t producing it’s basically inevitable that they’ve lost sight of how their current position and activity today impacts their personal long term future. 3. They have proper expectations – One of the #1 causes of salesperson turnover is when a challenging circumstance or change in policy comes up that they weren’t aware of in advance. Whenever something negative happens that the salesperson wasn’t explicitly warned about there is a withdrawal from the manager’s (and the company’s) credibility bank account. If you have enough of those instances in a short enough window of time you will lose people 4. They have a proper place to work – Dealing with territory is one of the most frustrating and time consuming tasks for a sales manager. However, if you do not take the time to make sure that someone has a proper place to work and sufficient amount of leads to call in (with reasonably easy access) then you are guaranteed to lose people. And unfortunately we sometimes lose good people to this cause. 5. They have a system to execute – Salespeople are great at creating excuses. Eliminate their excuses by giving them proven step by step systems for them to execute. This includes sales talks and technical aspects of the job. If you give them a system then you are able to objectively confront their work habits. If you don’t give them a system then you will be in a perpetually subjective and emotional conversation about why things never work out for them. 6. They have a supportive and fun work environment – Considering about 1/3 of our live is spent at work, it is increasingly more and more important that people have healthy work environments. Make sure as a manager that you’re always trying to come up with fun and interesting things to keep things fresh. Pay attention to intra team conflict and confront difficult situations as fast as possible. 7. They have a leader who believe in them – This one characteristic alone can be completely responsible for a salesperson sticking with a company and turning around their performance. It is rare in the world today to find people who are selflessly “fans” of us. As a manager you have the rare opportunity to be someone’s #1 fan and to always pick them up and give them hope. This can create a lifetime of loyalty. 8. They see how the job helps them grow personally – Most of the world is interested in more than just a paycheck. Make sure that you’re maximizing the ways that you or your company is contributing value to people’s overall well being. Try to involve family and take a personal interest in people’s success and hobbies outside of work.
By: Steve Savage


