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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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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.