How to Create a Sales Meeting Minutes in Google Docs
When we think of meeting minutes, we often think of a useless piece of paper, ready for safekeeping. However, have you ever wondered why we need to keep them? Well, one of the best reasons is that meeting minutes can often give legal security to people inside the meeting. Their attendance within the meeting minutes supports their claims on times of legal proceedings. Another is that it inspires effort as your agenda in the conference will have corresponding action plans, which makes them achievable. Although these are just two of the dozens of advantages of creating a meeting minutes, it should be enough to encourage you to create one. So if you want to create your meeting minutes, we provide these steps below.
1. Create an Attendance
Remember that meeting minutes will act as legal protection to people attending the meeting. For this reason, you need to ensure that you create or list out the attendance of the meeting. Include everyone that participated in the conference. It would be good if you had a checklist of the attendees, as well.
2. Indicate the Agenda
Next, you need to remember that you should indicate the agenda of the professional meeting, board meeting, business meeting, or the team meeting. Please do not leave out on any plan because you need to create supporting points to them, as well.
3. Insert Action Plans
What you need to add to the sections after are the action plans. Sometime later, you will create a presentation of this to the CEO or the executives, so make sure that you take note of these well.
4. Attach Supporting Documents
In construction, you won't excel if you create a structure without foundation. So it would be best if you created a foundation on your action plans. You can add words, photos, and documents, as you deem fit.
What Are the Important Parts of a Sales Meeting?
Some of the crucial areas of a sales meeting include:
1. Performance Report
2. Goals Progress
3. Vision Casting
4. Sales Technique Training
5. Client Issues
Why Is Sales Meeting Important?
A sales meeting is essential to a company as they will answer and talk about the progress and victories of the sales team. These huddles can also create a sense of bond with the members and their leaders. Companies use sales meeting to create a standardization on their selling techniques and methods.
What Are Some Tips To Make Your Sales Meeting Interesting?
Some of the tips to make your sales meeting enjoyable are the following:
1. Have a speaker.
2. Have a Game!
3. Use Visual Presentation.
4. Have a Musical Presentation.
How Often Should One Company Have a Sales Meeting?
This question may have different answers. However, usual companies have a regular monthly meeting. However, if you have reasons to meet within the week, you can have one. Remember to do it as regularly as possible. Some members might not be that spontaneous.
What Are the Different Types of Meetings?
Some of the different types of meetings are the following:
1. Information sharing meeting
2. Decision-making meeting
3. Team building meeting
4. Planning meeting
5. Status update meeting