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Training Session - Professional Services Template
Meeting Prep Checklist
Identify the training needs of the customer
Prepare the training materials and exercises
Research prior knowledge the customer has on the topic
Set clear objectives for the training session
Ensure you are well-versed in the topic
Plan potential examples and case-studies specific to the customer's context
Meeting Agenda Template
- Introductions
- Overview of the training topic
- Walkthrough of the training materials
- Hands-on exercises
- Discuss practical application of the training
- Q&A session
- Recap and summary
- Agree on homestudy/work assignments
- Setting up follow-up sessions if necessary
Meeting Notes Template
- Attendees and their roles
- Key points from each section of the training
- Questions raised and answers provided
- Practical applications discussed
- Homework/assignments agreed upon
- Potential follow-up sessions and dates
Meeting Follow-up Checklist
Log meeting notes in your CRM along with recording/transcript
Update the customer's profile with new information gathered
Share training materials with the attendees
Send a follow-up email summarizing the training and next steps
Set reminders for upcoming sessions or due date for the assignment
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 Training Session Meetings or go back to Professional Services Company Templates