Creating An Effective Agenda!

Having a printed agenda is one of the important ingredients for creating a successful sales meeting. But you don’t have to restrict the use of an agenda to just face-to-face meetings.

You should use them for seminars, webinars, teleconferences and any other interaction you have with       your existing and prospective customers, clients or patients.

Agendas have become an ‘endangered species’.

They are rarely used today in business, but they have so many advantages and benefits…

• First, they give you control. It’s a little-known fact that   an agenda gives complete control to the person who created it in the first place.
• Second, they show you’re organized and professional.
• And third, they ensure you don’t forget to cover the main points of the presentation.

The example shown below is a template of the style of Agenda we use for our regular meetings.

There’s no ‘rocket science’ when it comes to creating an effective agenda. The fact that you use one is the most important reason for having one.

But let’s just cover the main points that you need to address…

1. GIVE IT A HEADING

Make sure you give your agenda a title. Ideally, it should include a benefit of the meeting and add a sense of importance.

Notice in the agenda opposite the title is ‘Building a Better Business’.

The meeting is therefore structured around this one big promise. Make sure you do the same thing and create a title that gives gravitas to the   meeting.

2. WRITE IN THE ‘LOCATION’, ‘DATE’, ‘TIME’ AND ‘ATTENDEES’

Your agenda is a very effective sales tool, but it also acts as a reminder and a confirmation of your meeting details.

Enter the location, the date, time and the names of the people attending the meeting.

3. ENTER THE MAIN ITEMS YOU WANT TO DISCUSS

Now simply list the high-level items you want to discuss   during the meeting. Make sure you don’t have too many points on the agenda. Half a dozen points are adequate.

You must think carefully about the main elements of the meeting. Don’t just write down what first comes into your head.

Think about the key parts of the meeting and what things are important to the customer or potential customer. (As an aside, you should send the agenda to the person you’re meeting a couple of days prior to the meeting to ask if they want to add anything to it. This is just good practice, so make sure you do it.)

4. ADD A NOTES SECTION

The notes section is more important than many think.

The person you’re meeting will use it to write their thoughts on (it’s always best to have the notes with the agenda otherwise they could easily   be lost).

But equally as important, you should use this notes section to write down important things that will help you close the sale or move it to the next stage of the sales cycle.

Simple. Easy to use, but very effective. From now on, make sure you use an agenda!

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