Training Session - Enterprise Software Company Template

Meeting Prep Checklist

Confirm training session date, time, and attendee details
Test the training platform and software to be used
Prepare training materials: Slide presentations, videos, and exercise sheets
Understand the clients’ software usage and tailor the training content
Create a list of key functionalities and features to be covered
Set clear objectives for the training session
Plan for a Q&A session and prepare for potential queries

Meeting Agenda Template

  • Welcome and introductions
  • Overview of the training session
  • Review of software features and functionalities
  • Interactive session: Hands-on exercises and demonstrations
  • Q&A Session
  • Break down next steps and action items
  • Closing remarks and feedback

Meeting Notes Template

  • Note the date, time, and attendee details
  • Write down the training objectives
  • Record the overview of the training content
  • Capture main points from the software feature demonstration
  • Record questions raised, and their answers
  • Jot down the proposed next steps and action items
  • Take note of attendees' feedback

Meeting Follow-up Checklist

Update the CRM with meeting notes, recording, and outcomes
Update contact details and related opportunities
Send a follow-up email to attendees recapping the training session
Include a feedback form in the follow-up email
Prepare a summary of the feedback received
Discuss the feedback and next steps with the company’s team
Use feedback to improve future training sessions