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Discovery - Manufacturing Template
Meeting Prep Checklist
Thoroughly research the customer's operations and industry trends
Define clear objectives for the meeting
Prepare relevant case studies or testimonials
Prepare a streamlined presentation of our products
Identify potential value propositions for the customer
Meeting Agenda Template
- Introduction and team members presentation
- Understanding the customer's existing manufacturing processes
- Discussing client's challenges and goals
- Presenting potential solutions and strategies
- Overview of how our product can solve their issues
- Expected timeline and next steps
Meeting Notes Template
- Attendee's names and roles
- Details of customer's existing processes
- Customer's pain points
- Insights or interesting points raised by the customer
- Information discussed about our product
- Decisions made about next steps
Meeting Follow-up Checklist
Log meeting notes, recording/transcript, and outcomes in CRM
Update customer contacts and opportunities
Send a follow-up email recapping the meeting and next steps
Share a meeting summary with the internal team and relevant stakeholders
Maximize Your Meeting Success
Instantly use this template in Meetingflow:
- Connect your calendar to collaborative meeting plans
- Automatically update your CRM
- Take and manage collaborative notes
- Get AI customer follow-up emails and AI summaries
- Learn more about better meetings with Meetingflow
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Learn more about Discovery Meetings or go back to Manufacturing Company Templates