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No one likes a meeting that rambles on, has no plan, no goals and no respect for other people’s time. Making every moment count in a meeting is more than just luck. Getting prepared and delivering a relevant agenda with timely feedback and action points is essential to improve your sales leads.

So let’s get organized! Here are 18 steps to keep you on track and make your meetings more efficient and more productive:

Pre Meeting

Confirm the meeting details with your client. Namely the time, date and location.

Confirm the agenda

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We have all been in that job where you have to submit your ideas in triplicate to your, let’s say, ‘very particular’ manager only to have your enthusiasm crushed. Equally, many will have been thrown in at the deep end in a new role and spent the first few days floundering to grasp what is it that new made-up job title really means, what your goals are and (god forbid!) if you have any deadlines! Which begs the question – as a manager, are you damned if you do and damned if you don’t dictate your employee’s workflow?

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Have you ever heard of ‘Cause and Effect’? It’s a theory that suggests every action has an equal reaction.

For example, Joe forgot to plug his laptop in (cause) and his laptop stopped working (effect).

So, what does this have to do with data management in your CRM system? Simple, the better the data is that you input, the more valuable the information that you extract will be.

If you’re to believe research carried out by numerous companies, roughly 65% of CRM systems fail