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Discovery - Professional Services Template
Meeting Prep Checklist
Research about the customer company
Understand the customer's industry
Identify potential challenges
Align internal resources
Draft potential solutions
Prepare presentation materials
Meeting Agenda Template
- Introduction and welcome
- Understanding the customer's business
- Identify the customer’s business challenges
- Explore potential solutions
- Explanation of how our services can resolve the challenges
- Discuss next steps
Meeting Notes Template
- Attendee names and roles
- Customer business details
- Identified challenges
- Discussed solutions
- Questions raised and answers given
- Agreed upon next steps
Meeting Follow-up Checklist
Document meeting notes in CRM
Update contacts and opportunities
Share meeting summary with colleagues
Prepare follow-up email summarizing key points and next steps
Plan for the next meeting
Maximize Your Meeting Success
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- Learn more about better meetings with Meetingflow
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Learn more about Discovery Meetings or go back to Professional Services Company Templates