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.
See how this template is structured. As this is just an example, you can customize it.
1. Meeting Subject
2. Name
3. Email
4. Phone
5. Company
6. Industry
7. Date & Time
8. Location
9. Role
10. Responsible
11. Comments
1. Please move to "Confirmation" one day before the meeting (the date will get yellow)
2. New date in case you need to rescheduled
3. Meeting Canceled
1. Meeting Reminder
2. Comments
1. Lead Score
2. Comments
3. Next Steps
4. Presentation used