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Lead Management Meeting

Connect with new leads and assess if there is product/business alignment
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What is the reason for this meeting?


Why did this lead reach out to us?


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

Use or customize this template

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Vital Meetings
Vital Meetings
A methodology for amazing meetings. Say goodbye to boring, long, and unproductive meetings.

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.

Lead Management Meeting

About the author

Luke Evans

Luke Evans

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