How to Prepare a Sales Meeting Agenda for an All Day Kick Off Meeting

Congratulations! You’ve recently closed a major sale for your company and along with it comes new projects for your employees. Introducing the team to the client and getting everyone ready for the increase in workload might require a full day of preparation and planning. In this post, we’re going to show you how to create the ideal post sales meeting agenda for your all day kick off meeting.

Create a Post Sales Meeting Agenda

If you want to ensure that attendees at your all day client kick off meeting retain the most information, you will want to create a post sales meeting agenda that maximizes each individual’s productivity. Here is some guidance to help in your planning:

• According to the BBC, the most productive day of the week is Monday, and the most productive time of day is 11am.
  
• The Atlantic reports an increase in productivity when employees work for 52 minutes and then take a 17 minute break.
  
• Inc. advises that you should never skip breakfast or lunch if you want to keep your mind sharp.
  

Using the research-based tips listed above, an all day client kick off meeting scheduled on a typical work day would look like this:

Monday, January 15th

• 8:00am  –  8:50am: Breakfast
• 8:50am  –  9:40am: Part 1
• 9:40am  –  9:55am: Break
• 9:55am  – 10:45am: Part 2
• 10:45am – 11:00am: Break
• 11:00am – 11:50am: Part 3
• 11:50am –  1:00pm: Lunch
• 1:00pm  –  1:50pm: Part 4
• 1:50pm  –  2:00pm: Break
• 2:00pm  –  2:50pm: Part 5
• 2:50pm  –  3:05pm: Break
• 3:05pm  –  3:55pm: Part 6
• 3:55pm  –  4:10pm: Break
• 4:10pm  –  5:00pm: Part 7

To prepare your team to work on the new client project, you will want to cover the following during each part of the day.

• Part 1: Introductions – Introduce the team to your new client and give them a high-level overview of the project.
  
• Part 2: Setting Goals – Set goals for the outcome of the client project with your team. Goals should be specific, measurable, and achievable within a defined time period.
  
• Part 3: Creating a Plan – Create a plan to achieve the goals set. This part of the kick off meeting can be timed to coincide with the peak productive time of day.
  
• Part 4: Addressing Challenges – Address any challenges or concerns about client project goals or the plans to complete them.
  
• Part 5: Setting Timelines – After challenges have been discussed, create a realistic timeframe for your plan to achieve the client project goals.
  
• Part 6: Assigning Tasks –  Assign tasks to each member of the team based on their skillset and interest.
  
• Part 7: Closing – Answer any remaining questions, discuss the next (first) step of the plan to get things running, and set follow up meetings with specific members of your team as needed
  

To keep the day moving smoothly, it’s imperative that anyone leading a part of your all day client kickoff meeting keep their presentation within the timeframe set- 50 minutes if using the sample sales meeting agenda from above.

Fuel Your Team Throughout the Meeting

The right meals, snacks, and beverages throughout the day will ensure that each member of your team is mentally alert and focused on the information needed to deliver the new client project. To cater the right amount of food for an all day client project kickoff meeting, use the below tips.

Start with a hearty breakfast. You can’t guarantee that everyone on your team started their day with a good breakfast, or anything at all for that matter. Make the early morning portion of your sales meeting more productive by offering a simple continental breakfast with fruit, bagels, yogurt, healthy cereals, fruit juice, milk, and coffee.

Keep the coffee flowing. Speaking of coffee, make sure that you have plenty on hand to give your team a boost during breaks. Include both caffeinated and decaf for those who want to balance their intake throughout the day.

Tip: Order a mix of light, medium, and dark roast coffee from your breakfast caterer to ensure no one hits the dreaded mid-morning or mid-afternoon slump.

Cater in what your team likes. A week or two before your kick-off meeting, have your team suggest or vote for what they want for lunch. Once the winning cuisine is chosen, find the best catering restaurant in that category by using ezCater’s search, reviews, and on-time percentage.

Have an on-hand array of healthy snacks. In addition to coffee, keep fruit and veggie trays available for breaks throughout the day to keep everyone’s blood sugar even.

Tip: Order healthy snacks for the afternoon along with lunch from the caterer’s appetizer and side items.