Lead Management Meeting

Connect with new leads and assess if there is product/business alignment

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Luke Evans
Director, Client Services


What is the reason for this meeting?


Why did this lead reach out to us?


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

How to use this template

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.

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