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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  1. Meeting Subject
  2. Name
  3. Email
  4. Phone
  5. Company
  6. Industry
  7. Date & Time
  8. Location
  9. Role
  10. Responsible
  11. Comments

Meetings to Happen

  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
    • Yes

Rescheduled

Confirmation

  1. Subject knowledge
  1. Meeting Reminder
    • Email
    • Call
    • Meeting confirmed
  2. Comments

Meeting Notes

  1. Lead Score
  2. Comments
  3. Next Steps
  4. Presentation used

Canceled

Archived

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Trusted by 60k users, this could be the beginning of something great.

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