GLOBAL AV SALES
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DASHBOARDDISTRIBUTORSOPPORTUNITIESDISTRIBUTOR APPLICATION FRAMEWORK MEETINGS & ACTIONS

EXORT MEETINGS

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MEETING AGENDA
MEETING MINUTES

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Krix & Global AV Sales

Monthly sales meeting agenda

Suggested duration: 35 minutes

Purpose: Review sales performance, discuss dealer needs and progress new opportunities, with clear actions and priorities for the month ahead.

Agenda item Discussion points Time
1 Previous action items
  • Review actions from the previous meeting and confirm completed items.
  • Discuss outstanding actions, any delays and support required.
  • Confirm revised deadlines where needed.
 5 min
2 Sales performance and pipeline
  • Review the previous month’s sales by market and dealer/distributor, including performance against agreed targets.
  • Discuss key orders, sales wins and any shortfalls.
  • Review confirmed orders, outstanding quotes and the sales pipeline for the next three months.
  • Identify risks or delays and agree on actions needed to move orders forward.
 10 min
3 Current dealer updates
  • Wins: Recent projects, repeat orders, successful demonstrations and positive feedback.
  • Problems: Product, service, delivery or relationship issues requiring attention.
  • Needs: Marketing materials, training, demonstration products, technical advice or other sales support.
  • Engagement: Dealers requiring follow-up, including inactive accounts and those with potential to grow.
 10 min
4 New opportunities and updates
  • Review new dealer and distributor enquiries, potential projects and opportunities in new markets.
  • Update progress on applications, agreements, proposals and onboarding.
  • Discuss the potential value, expected timing and any barriers for priority opportunities.
  • Confirm the next step, responsible person and follow-up date for each priority opportunity.
 5 min
5 Any other business
  • Relevant product releases, availability, pricing or company updates.
  • Upcoming marketing activity, training, events and market visits.
  • Any additional matters raised by Krix or Global AV Sales.
  • Confirm agreed actions, owners and due dates, along with the priorities for the coming month.
 5 min

Meeting preparation: Update the sales dashboard, opportunity register and previous action items before the meeting so discussion can focus on decisions and next steps.

COMING SOON