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Solution Design Workshop Template

Meeting Prep Checklist

Conduct in-depth research on the client's business, the specific problem, and potential solutions
Prepare an initial solution design based on the research
Develop workshop materials that detail the proposed solution
Define objectives and desired outcome of the workshop
Coordinate with the team on roles and responsibilities during the meeting

Meeting Agenda Template

  • Welcome and introductions
  • Brief review of customer's business problem or challenge
  • Presentation of proposed solution
  • Workshop to detail the solution design
  • Interactive session for questions and clarification
  • Discussion on implementation timetable and next steps
  • Summary and close

Meeting Notes Template

  • Participant names and roles
  • Key business problem or challenge discussed
  • Details of the proposed solution
  • Participant feedback, questions, and suggestions from the workshop
  • Agreed-upon next steps and implementation timeline
  • Misc. notes (e.g., additional follow-ups, any unresolved issues)

Meeting Follow-up Checklist

Update the CRM with meeting notes, attendees, their roles, solution details, etc.
Send a follow-up email summarizing the meeting, agreed actions, and next steps
Update appropriate deal/opportunity/account records
Share the meeting summary and next steps with relevant team members
Schedule a follow-up meeting, if needed

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