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.

Use template now

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 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. Meeting Reminder

    • Email
    • Call
    • Meeting confirmed
  • 2. Comments

Meeting Notes

  • 1. Lead Score

  • 2. Comments

  • 3. Next Steps

  • 4. Presentation used

Canceled

Archived

Welcome aboard

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

Use this template

Contact us

Do you have a specific process to manage: