Templates are better in Hugo 🚀
Hugo is a tool for better meetings through centralized, actionable notes – connected to your work apps.

Lead Management Meeting

Connect with new leads and assess if there is product/business alignment
Text sizeBoldItalicUnderlineStrikethroughFormat clearHighlightText colorBullet listNumbered listCheckboxLinkAttachmentTag iconTag icon

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

Use or customize this template

Using templates in Hugo enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.
or still using Microsoft Word or Google Docs?
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.

About the author

Luke Evans

Luke Evans

Downloadable template pack thumbnail

Download them all

Download the whole library of Hugo templates in both Google Docs and Microsoft Word format
Customize your own template thumbnail

Can’t find a template?

Create your own meeting agenda template for you, your team or your whole organization - in minutes

Want more productive meetings?

Let Hugo help with agendas, note-taking & tasks

Get Hugo Free

Create, share and organize your meetings, templates and actions
Close icon
Close icon