The Sales Team Starter Kit
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Organizing meeting notes

Pre-meeting prep

Never show up to a meeting unprepared again.
💡 Copy this template or type
/pre-meeting prep
in your doc.

This template pulls your meetings into a
Pre-meeting prep
table via the Google Calendar Pack. So you can jot down any notes, reminders, or research before the call.
Pre-meeting prep
1
Event
Notes
Start
End
Priority
1
Meeting with TJ
This is just a follow-up from our last meeting. No action items!
12/10/2020, 8:00 AM
12/10/2020, 9:00 AM
2
Team dinner
Where are we having this again?
12/10/2020, 2:00 PM
12/10/2020, 3:00 PM
3
Mary's birthday!
Don’t forget to pick up the cake!
12/11/2020, 12:00 AM
12/11/2020, 12:00 AM
4
Coffee with Lola
Review Lola’s resume to see if she would be a good fit for the team.
Talk to Eva for a reference.
12/14/2020, 7:00 AM
12/14/2020, 8:00 AM
5
Weekly Kick Off
12/14/2020, 10:00 AM
12/14/2020, 11:00 AM
6
Strategy session
Complete comparative analysis.
Bring social media copy examples.
Make sure all internal stakeholders are invited.
12/15/2020, 8:00 AM
12/15/2020, 9:00 AM
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