Business Operations Planning

Anticipate new customers, plan next steps, and communicate across the organization

Use this template in Fellow

Unlock the potential of templates in Fellow, the all-in-one meeting management platform for fewer and smarter meetings. Sign up to use this template and Fellow’s 50+ integrations.

Guillaume Laporte
Former CEO & Co-Founder

🔥 Hot Deals

What opportunities are on the table?

🤝 Existing client tasks

Provide updates on outstanding tasks with existing clients.

  • Task #1
  • Task #2
  • Task #3

🤑 Sales Enablement & Scoping

How should we prioritize and scope out next projects?

How to use this template

Anticipating new customers is a tricky challenge for any fast-growing startup. At Mindsay, Guillaume Laporte unlocked a method for not only anticipating opportunities, but also identifying next steps and communicating them across the rest of the organization.

Start having better meetings with Fellow today

Get Fellow Today

Got something to contribute?

Become a contributor, and add your unique take on these topics to our website.
Become a contributor