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
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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