The Sales Team Starter Kit

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Organizing meeting notes

From pitches to kickoffs to check-ins to stand-ups, a significant amount of your team’s time is reserved for meetings—each with its own set of goals and stakeholders. Designing an intentional process with both in mind allows provides independence while also ensuring that each client gets the attention they need.
Here are a set of drag-and-drop templates for before, during, and after your next meeting:

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