Meeting agenda
Get a suggested meeting agenda for an upcoming client meeting.
I want a draft agenda before client meetings that pulls in context from previous conversations so I'm not starting from scratch. This saves me prep time and makes sure I don't forget to cover anything important.
Follow these steps:
1. Pull the meeting details from my calendar for the meeting I specify, including attendees, meeting type, and any existing notes or description.
2. Check my CRM for the primary contact attending. Pull any recent notes, open tasks, or outstanding commitments related to them.
3. Check for previous meeting notes with this contact to identify ongoing topics or unresolved items.
4. Check my email for recent emails with the attendee that highlight topics that need to be discussed.
5. Draft an agenda that includes the following sections:
- Purpose of the meeting
- Topics to cover based on previous conversations and open items
- Commitments I made that I need to follow up on
- Questions to ask or decisions needed
Have questions or want to see a demo?
Create a custom workflow
Every team works differently. If you don’t see a workflow that fits your flow, Quin can help. Describe what you want to happen, and Quin will turn it into a ready-to-run workflow.
