Inventory Management Workshop - Third-party Logistics Company (3PL) Template

Meeting Prep Checklist

Understand customer's industry and specific inventory challenges
Gather information about the customer's current inventory management practices
Prepare a presentation that clearly explains the benefits and functionality of our inventory solutions
Set up a demo environment for the hands-on work module
Prepare a list of potential Q&A
Plan how to present our solutions in the context of customer's operations

Meeting Agenda Template

  • Introduction and welcome
  • Review of customer's current inventory management practices
  • Presentation of our 3PL inventory management solutions
  • Hands-on work module: Using our inventory management system
  • Q&A session
  • Discussion on how our solutions can be integrated into customer's operations
  • Summary and closing

Meeting Notes Template

  • Attendees
  • Points highlighted in the review of customer's inventory practices
  • Questions asked, feedback and concerns during the presentation
  • Observations from the hands-on work module
  • All questions and answers in the Q&A session
  • Key points discussed on the integration of our solutions into customer's operations
  • Agreements made, next steps and action items

Meeting Follow-up Checklist

Send a thank you email and provide meeting notes
Add all attendees and their contact details to CRM
Input the discussions, agreements, next steps and action items in CRM
Share meeting notes and observations with your team
Begin work on the agreed next steps and action items