Pilot Review Template

Meeting Prep Checklist

Review the pilot project's objectives and performance metrics
Prepare a presentation summarizing the pilot's results
Identify key discussion points and potential recommendations
Research the customer's industry trends and competitors
Prepare to answer potential questions
Set clear objectives for the meeting

Meeting Agenda Template

  • Welcome and introductions
  • Recap of the pilot project's objectives
  • Presentation of the pilot's results
  • Discussion of the pilot's performance
  • Recommendations for improvements or next steps
  • Q&A session
  • Discuss possible next steps for full implementation
  • Wrap up and confirm next steps

Meeting Notes Template

  • Pilot project objectives and performance metrics
  • Summary of results
  • Key discussion points
  • Recommendations and their justifications
  • Questions asked and answers given
  • Decisions made and next steps

Meeting Follow-up Checklist

Update the CRM with meeting notes, outcomes, and recording/transcript
Send a follow-up email summarizing key points, decisions, and next steps
Share the meeting summary with colleagues
Update the deal/opportunity/account records with any new contacts or updates
Schedule next steps as agreed in the meeting