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Sales Call Agenda Template

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Use this Sales Call Agenda example to identify your prospects' business' goals and objectives to discuss how your product or service will meet their needs🚀

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Sales Call
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Sales Call
Today @ 10:30 - 11 AM
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Sales Call Agenda Template
By Anthony Caliendo
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Sales Call Agenda Template:

1📌 Objectives

Review prospects key objectives.

2📈 Business goals

Discuss the prospect’s needs and business goals.

3🔎 Product overview

Present how the product or service meets the prospect’s needs.

4❓ Questions

Discuss any questions the prospects may have about the product or service.

5🤔 Decision process

Discuss the prospect’s decision process.

6✅ Next steps

Define the next steps for the prospect.

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Anthony Caliendo

Template by

Anthony Caliendo

Anthony Caliendo is self-made, a corporate visionary, leadership coach, motivational sales speaker and author of the multi-award winning, international best seller "The Sales Assassin: Master Your Black Belt in Sales" and the highly anticipated "Cracking the Code to Success".

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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