Lead Management Meeting

Connect with new leads and assess if there is product/business alignment

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TEMPLATE BY
Luke Evans
Director, Client Services
at
LawAdvisor

Purpose

What is the reason for this meeting?

Why

Why did this lead reach out to us?

Objective

What do you hope to accomplish with this time?

Pre-meeting notes

Include necessary context and background information

Post-meeting notes

Document any learnings or action items from the meeting

How to use this template for your next 

Lead Management Meeting

Connecting with new leads isn't always an easy endeavor. You are tasked with assessing if there is product/business alignment in a short window of time, often with plenty at stake.

Level up your lead management meetings by incorporating insights from Luke Evans and his experience as Director, Client Services at LawAdvisor.

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