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Sales Meeting Minute Templates

Whether It’s a Marketing Professional Meeting or Board Meeting for Action Agenda, Our Free Sample Sales Meeting Minutes Templates Will Come in Handy for You! Available in MS Word and Excel Formats; They're 100% Customizable With Preformatted Content To Suit Your Writing Needs. So, Get a Template Today To Easily Finish Your Documents.See more

What is your perception of meetings? Do you consider it a break from your tasks or do you consider it a boring activity? Keep your answers to yourselves. But surely, what has been cooked in a meeting is important so you probably need to take note once and for all. A sales team meeting is probably one of the most dynamic meetings in any company.  Worry not about taking the meeting minutes of your sales team meeting because we have prepared Sales Meeting Minutes templates. Get these meeting minutes templates in various file formats and your preferred page layout. Download one now!

How to Compose a Sales Meeting Minutes

Below is a helpful guide to take the minutes of your meeting effectively.

1. Be Knowledgeable of the Meeting Pointers

Have the foreknowledge of the meeting flow. This is will save you a lot of time in taking notes of the discussions made during the meeting. Prepare an outline template for the meeting so that while the meeting is ongoing, all you have to do is to fill out and add the details of what has been talked about in the meeting. 

2. Focus on the Meeting

During the meeting, focus on listening to the presider of the meeting and to all the attendees who will share their suggestions, opinions, reactions, etc. about the agenda. Keep yourself away from distractions. Be a fast typer or writer so you could record everything in real-time.

3. Keep the Minutes Organized

The tendency for a minutes taker is to write everything he or she has heard in the meeting everywhere on the paper. Keep calm. The presider of the meeting would probably check if everyone got the message he or she is talking about. Just faithfully follow the outline you have prepared earlier. Categorize everything you jot down. Be attentive in all ways and always. 

4. Send the Minutes’ Copy

Adjourning the meeting does not end your job as a minutes taker. You also have to send copies of the minutes of the meeting to the meeting attendees but this time, you should be sending out a summary. Do not use your minutes outline. Consolidate everything that you’ve written down instead and organize them in a logical manner.

FAQ

  • What do the minutes of the meeting mean?

      The minutes of the meeting is the record of what was discussed and decided in a meeting. It the notes of the action that must be taken, who must take them, and when it must be executed and accomplished.

  • Who takes the minutes in a meeting?

      The person who takes down the minutes of the meeting is called a minutes taker. Most organizations call this position secretary. A minutes taker may be a professional whose only job is to take notes or someone from the meeting attendees who has a role in the agenda that will be tackled in the meeting.

  • What are the characteristics of good meeting minutes?

      Good meeting minutes include attendance of the meeting attendees, a summary record of everything that was discussed regarding the minute agenda and has attachments or supporting files, if applicable, of the things discussed.

  • Why does taking the minutes of the meeting important?

      The minutes of the meeting helps everyone that attended the meeting to be on the same page, the same ideas of what was agreed in the meeting.

  • What is the purpose of a sales meeting?

      A sales meeting is intended to meet everyone in the sales team of a company. Despite the very hectic schedule the team has, a sales meeting is the time to:
      1. recognize the sales team’s accomplishments
      2. brainstorm sales strategies
      3. update the team of the market changes
      4. report product statuses