Meeting Agenda Template

Plan more successful sales meetings and calls with meeting planning, agenda and client follow up template resources.

Meeting Agenda Template Word
Meeting Agenda Template - Pack

Sales Meeting Template Pack

What’s included in the Sales Meeting Template Pack:

  • How To Plan Successful Meetings Ebook
  • Planning Successful Meetings Visual Guide
  • Meeting Agenda Template in Microsoft Word format
  • Meeting Agenda Template in PDF format
  • Pre-Meeting Planner Template in Microsoft Word format
  • Pre-Meeting Planner Template in PDF format
  • Meeting Follow Up Template in Microsoft Word format
  • Meeting Follow Up Template in PDF format

“The Sales Playbook templates and instructional ebook gave us a ready-to-go playbook which we could hand out to new starters and resellers, ultimately quickening up the sales process.”

“The Reseller and Sales Playbook Templates will help us to accelerate our global partner program delivery and standardise our partner documentation.”

“It was easy to adjust the Case Study Pack files to match our own branding and the ebook gave us step by step instructions for creating a professional Case Study.”

Run better sales meetings and calls.

Microsoft Word templates for planning and delivering more professional and successful sales meetings.

How to Plan Sales Meetings

The pack includes a guide on how to plan better meetings, showing how to fill in each template section.

MS Word and PDF Templates

Meeting Agenda Template Word 3

All the files come in MS Word and PDF formats – ready to edit or print.

Meeting Guide and Tips Ebook

Meeting Agenda Template Word 4

We’ve also included a simple step by step visual guide on planning more successful meetings – to give you some quick-fire tips to use in your next meeting.

Amazing sales meetings = more revenue.

Prep, plan, deliver and follow up.

How many of your sales meetings or calls feel ineffective or don’t progress how you want them to?

Sometimes, a bit more planning and careful research can make the difference between a runaway meeting with no results – and a successful, credible sales conversation with your client.

Meeting Plan Template

Sales Meeting Template Pack

  • How To Plan Successful Meetings Ebook  guiding you step by step through how to plan a professional and successful B2B meeting.
  • Planning Successful Meetings Visual Guide a quick, visual how-to guide summarising the key steps you need to follow to quickly plan more credible and successful B2B sales meetings.
  • Meeting Agenda Template in Microsoft Word format  a designed and ready-to-use Microsoft Word template for your meeting agenda.
  • Meeting Agenda Template in PDF format a PDF version that you can print and fill in.
  • Pre-Meeting Planner Template in Microsoft Word format – a planning document that talks you through the key points to think about before your meeting takes place.
  • Pre-Meeting Planner Template in PDF format
  • Meeting Follow Up Template in Microsoft Word format – a ready-to-use Meeting Follow Up document to help you summarise the meeting and follow up with attendees post-meeting.
  • Meeting Follow Up Template in PDF format

Plan more effective Sales Meetings today.

Purchasing FAQs

How will I receive my template?

Once you have placed your order, your Template will be emailed to you as a digital download via a link in the Order Confirmation email.

If you haven’t received your email, please check your spam folder and the email address associated with your PayPal account. If you still haven’t received your pack, then email us at

Do I have to pay with PayPal?

No! You can pay via Credit or Debit card, or using your PayPal account.

PayPal process all the payments, we don’t see or store any payment info.

Do I need to have any special software to access the template files?

All our templates are designed to be used in Microsoft Office applications such as Word, Excel or PowerPoint.

Please check the description of your individual template pack to check which formats your template is available in.

Can I use this template pack to create documents for my clients?

The templates and all supporting documents are only licenced for a company’s own use. Agencies or third parties are not licensed to use the templates to create documents for multiple clients (each client would require its own unique template purchase).

Do you offer refunds?

Because our templates are digital downloads, we unfortunately don’t offer refunds. However, we put lots of info about what is included in the packs to help you make your decision, but if you’re unsure of anything then please get in touch: and we’ll be happy to answer any of your queries.

Grow your sales and grow a tree

Whenever you purchase a Template Pack, we plant a tree on our farm. So as your business branches out with more sales, so does your tree.