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