Meeting Agenda Template Pack


The Meeting Agenda Template Pack has everything you need to plan successful and professional B2B sales meetings, in Microsoft Word and PDF format.

What’s included in the Meeting Agenda 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

Out of stock

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.

Find out more about the Meeting Agenda Template Pack.


Microsoft Word

Intended For

B2B Companies

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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.