Learn some simple rules of thumb from an experienced entrepreneur turned investor
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Get this free template in FellowThere are many different types of customer meetings, so no one template is going to work for everyone. Still, take a look at the template above and you'll see that many of the best practices we listed above are built-in.
Whatever their goal is, make it central to the agenda. Then, keep your agenda concise when possible. When arranging the list, start with general topics and move to more specific ones.