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Hugo organizes notes and tasks based on your meetings, and meeting attendees. For this reason, Hugo requires calendar access to load events into your account. It's 100% secure. Learn more.

Lead Management Meeting

Luke Evans

Director, Client Services

LawAdvisor

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

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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

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Use or customize this template

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

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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.

Download this template now for
Hugo, Microsoft Word or as a Google Doc