Introductory Call - Professional Services Template

Meeting Prep Checklist

Research the client's company and their business model
Understand their challenges from previous interactions, if any
Review their competitors and overall market scenario
Prepare a list of potential questions to ask the client
Pre-plan responses for expected queries
Have a presentation ready that showcases our services and successes

Meeting Agenda Template

  • Introduction and welcome
  • Briefly discuss the company's overview and its services
  • Understanding the customer's business, needs, and challenges
  • Sharing insights on how our services can help address the challenges
  • Explaining our previous experience with similar projects
  • Discussing next steps
  • Q&A

Meeting Notes Template

  • Party introductions
  • Company overview and offered services
  • Customer's existing challenges
  • How our services address these challenges
  • Customer questions and responses
  • Proposed next steps
  • Follow-ups required

Meeting Follow-up Checklist

Document the meeting notes and share them with the team
Upload the meeting transcript to the CRM system
Update the CRM with new contacts or opportunities discovered during the meeting
Send a follow-up email to the client summarizing the discussion and proposed next steps
Schedule next meeting or call, if necessary