Meeting Schedule and Confirmation
Template
Now with Meeting Schedule and Confirmation you can have better control of the commercial meetings scheduled and ensure attendees will show up and on time! Confirming your sales meetings doesn’t just help you avoid wasting your time, it’s also a great opportunity to advance your selling agenda.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
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- Meeting Subject
- Name
- Phone
- Company
- Industry
- Date & Time
- Location
- Role
- Responsible
- Comments
Meetings to Happen
- Please move to “Confirmation” one day before the meeting (the date will get yellow)
- New date in case you need to rescheduled
- Meeting Canceled
- Yes
Rescheduled
Confirmation
- Subject knowledge
- Meeting Reminder
- Call
- Meeting confirmed
- Comments
Meeting Notes
- Lead Score
- Comments
- Next Steps
- Presentation used
Canceled
Archived
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Trusted by 60k users, this could be the beginning of something great.
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