What is the reason for this meeting?
Why did this lead reach out to us?
What do you hope to accomplish with this time?
Include necessary context and background information
Document any learnings or action items from the 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.