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A “brief” for a sales meeting refers to a comprehensive but condensed agenda for sellers, often involving instructions and important updates. Briefs are aimed at preparing, presenting, and teaching about a specific sales topic for effective communication.
The brief will depend on your offering and your audience, so it’s best to use intuitive, comprehensive sales tooling like Pod. However, best practices generally include expressing gratitude for the meeting, outlining important topics, discussing action items, highlighting agreements, attaching supporting documentation, organizing a summary, and reminding participants of the next meeting dates.
An agenda before a sales call includes a list of activities, talking points, or interactions the seller and the lead want to include. The agenda could also include a list of goals, a demo, and a Q&A period.
A meeting brief, in order to remain effective, should not exceed two pages. Organization and preparedness is crucial for increasing the likelihood of successfully closing the deal.
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