SalesHood - Sales Enablement Platform

Checklist To Prepare Your Executive Before Sales Calls

  • by Elay Cohen
  • June 23, 2019

Here’s a checklist to prepare your executives before sales calls. As sales professionals, it’s our job to ensure we’re driving flawless sales execution.  We recommend every sales professional follow this checklist and the sales process best practices before engaging executives in sales calls and customer meetings.

Following this checklist will improve the quality of your meetings and win rates. Also, your buyer’s will see a united front which reveals what it’s like working with your company. You’ll be a better salesperson and your executives at your company will enjoy working with you more than other salespeople at your team because you’re organized and better prepared.

Checklist For SalesPeople To Prepare Executives

#1: Define roles for everyone attending the meeting including your executives. All meeting attendees should understand precisely what each person’s role is. Everyone should also know who owns which parts of the meeting including a simple thing like who will kickoff the meeting once everyone sits down at the start.

#2: Have an agenda for the meeting that’s been vetted with the customer champion and meeting attendees. Send the meeting goals and agenda in advance to the company’s meeting sponsor and ask them to confirm that this is what they expect and also ask that they kick off the meeting.

#3: Review the agenda for the meeting before the meeting with your executives to avoid any surprises or the meeting agenda getting hijacked.

#4: Be clear on expected outcomes of the meeting. Each team member should know exactly what they are expected to accomplish at the meeting.

#5: Set up a pre-meeting call to prep. Don’t wait until five minutes before the meeting in a lobby or elevator to brief your executive.

#6: Share the deal strategy, deal details and account brief with executives in a typed up brief or as a short video/audio story for easy consumption.

#7: Share profiles briefs for each person attending the meeting including their LinkedIn profiles. Make it easy. Email the list ahead of the meeting or put it in a calendar invite for your executives to find and do their own meeting preparation.

#8: Schedule a meeting debrief to hear everyone’s impressions of the meeting, including observations you may have missed.  

It’s Up to Front-Line Managers to Reinforce

Managers are responsible to reinforce this checklist with their teams. Front-line managers should inspect every deals and sales meeting that involves an executive as your company. Following this list is a non-negotiable for high performing sales teams.

Implications For Training and Onboarding

It’s a good practice to incorporate this best practice into a repeatable training and onboarding program. Sales process and sales execution best practices should be part of your sales enablement program. Document the expectations and incorporate with all sales process and sales playbook assets. Create a template that covers your sales process that is easily discoverable by sales teams. Incorporate sample briefing checklists and briefs in onboarding. Get your top sellers to record their tips and the importance of preparing their own executives for big customer meetings.

Reach out if you’d like access to our Library of Premium Content to help you scale your sales coaching and better sales execution. Our Premium Content includes topics like Getting To Power, Sales Call Planning and so much more.

About the Author
Elay Cohen

Elay Cohen

Elay Cohen is the author of SalesHood: How Winning Sales Managers Inspire Sales Teams to Succeed and the co-founder of SalesHood, a SaaS sales enablement platform and community for sales professionals. Elay is the former Senior Vice President of Sales Productivity at Salesforce. Recognized as the company's "2011 Top Executive", and credited for creating and executing all of Salesforce's sales productivity programs that accelerated its growth from $300M to $3B+ in revenue. The sales training and sales support innovations delivered over these years by Elay and his team to thousands of sales reps resulted in unprecedented hypergrowth. He also created the Partner Relationship Management (PRM) category.

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