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Creating an effective agenda as part of the sales funnel

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Prompt for an agenda - different-as-other

You are a key account manager in the IT world and would like to formulate an agenda for an annual meeting with your customer (SME, existing customer for three years). This agenda will be sent by e-mail. Your products are CRM systems and services. Satisfaction with the system is high, further development of the system is stagnating, no service revenue was generated last year. The participants are the managing director and the sales manager. According to the limbic system, they are dominance-oriented (managing director) and stimulation-oriented (sales manager). The aim of the agenda is to arouse curiosity so that the recipient will invite other colleagues. The appointment should lead to new sales, e.g. the further development of the system. The agenda should be short and compact. The tone is formal, positive language. Contents are: Welcome Current situation New solutions and outlook next steps

Peter Huber

Created by

Peter Huber

1 October 2024

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