Sales Meeting Preparation Template

Sales Meeting Preparation in Priority Matrix

Prepare thoroughly for sales meetings to increase your chances of closing deals in the luxury watches and jewelry industry.

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Proposed Tasks

Urgent and Important

• Prepare Presentation
  ☐ Plan presentation structure ☐ Prepare visual aids ☐ Rehearse presentation
• Prepare Sales Materials
  ☐ Update product catalogues ☐ Prepare demonstration materials ☐ Organize pricing sheets
• Review Client Information
  ☐ Collect client's previous purchase history ☐ Understand client's preferences ☐ Identify potential upsell opportunities

Important, Not Urgent

• Plan Sales Strategy
  ☐ Identify key selling points ☐ Plan negotiation strategy ☐ Prepare answers for potential objections
• Prepare Follow-up Plan
  ☐ Plan follow-up call ☐ Prepare thank you note ☐ Plan next steps based on potential outcomes of meeting
• Review Client's Industry Trends
  ☐ Research latest trends in client's industry ☐ Understand how our products can fit into these trends
• Review Product Knowledge
  ☐ Review product specifications ☐ Understand product benefits and features

Urgent, Not Important

• Review Sales Techniques
  ☐ Brush up on closing techniques ☐ Practice active listening and communication skills
• Schedule Meeting
  ☐ Confirm meeting time and place with client ☐ Plan travel arrangements if necessary

Not Urgent, Not Important

• Self-Care
  ☐ Ensure a good night's sleep before the meeting ☐ Eat a healthy meal to maintain energy levels