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