Needless to say, everybody may know the importance of having the agenda in meeting. However why do some professionals and representatives have many of agenda templates for their meeting? In this weekly blog, I will tell you why.
Agenda templates enable flexible selection
First all of, agenda templates offer me a wide variety based on meeting purposes and attendees. Having all types of agendas in my pocket, I can easily pick one of them before jumping onto any meeting with customer. The agenda could be about sales, follow-up call, demo, etc. in which my Sales Director has specified certain action points.
Agenda templates form structured meeting
Secondly, agenda templates provide a frame to follow. As the objectives and purposes of the meeting may vary, organization can set frames for their representatives. Those frames allow end-users to easily follow the guidance.
In many cases, organization also wants their employees to spend the best time with customer. They don’t want to miss any small pieces of information. Hence, those detail instructions could be allocated purposefully under each agenda item, as questions and instruction.
For example, my agenda templates usually have 3-5 agenda items and under each item there is a few more questions that need answers from my customer. In order to clarify, let’s take a look at the below skeleton:
1. Agenda item 1
2. Agenda item 2
- Question 2.1
- Question 2.2
- Question 2.3
3. Agenda item 3
- Question 3.1
- Question 3.2
Normally, I always allocate time based on the prepared action items. Hence, I rarely go beyond the scheduled time which really gives a professional impression to my customer.
Agenda templates give standard to meeting minutes
In addition, based on the structured frame, I can take notes for each action points. Accordingly, those notes can be distributed to my customer and to my colleague. Meanwhile, I have everything organized and ready as one official meeting minute.
Without the templates, I used to write down words in a messy manner. Inconveniently, notes are often scattered and disorganized, which requires extra time for me to re-arrange at the back office. However, since I had Meeting Assistant in the workflow, I have been able to create many agenda templates. Finally, the app helps me standardize the notes and issue minutes, which is in compliance with my company’s requirements.
My advice when creating agenda with Meeting Assistant:
- Let’s try to create as many agendas as you want. It helps you get familiar and explore potential of the app.
- To create similar frames with different details, simply click “Clone” and name it as a new agenda.
- To update values related to leads, accounts, contacts, opportunities, please create an agenda item and relate it to one of those objects. From there, you can create new value-related questions with input type “Field from …”.
- Remember to tick on “Show on public meeting notes” in order to share that item with external attendees.
Do you have any questions? Feel free to check our FAQs and shoot us a message to email@example.com. 🙂
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