The Sales Team Starter Kit

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Organizing meeting notes

Simple meeting notes

Create a detailed record of your meeting and action items.

💡 Copy this template or type /simple meeting notes in your doc.

Duplicate this page for each meeting and keep all your team notes in one doc. Then kiss that 50-page Google doc goodbye! 💋

Action items

Note any follow-up tasks at the top of your doc, where everyone can see them.

Done

Task

Owner

Due date

Get Sam to fork over the event attendee list.

Fri, Jul 31

Schedule brainstorm for thumb wrestling swag

Mon, Aug 3

Decide which magic tricks translate best over Zoom.

Tue, Aug 11

There are no rows in this table

⁠

Keep track of attendees and the topics your team will discuss.

Wednesday, July 29th

Attendees:

Discussion topics

Status updates from the team.

Brainstorm first-ever virtual thumb wrestling tournament.

Timelines for the event and marketing campaign.

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Use this space to jot down notes during the meeting. Don’t forget to add any action items in the table at the top of this doc!

We’ve held a thumb wrestling tournament every year for the last 20 years. This year will be no different!

Can we still open with a bit of magic?

How can we incentivize attendance?

What kind of swag can we send people?

Joel to schedule brainstorm.

Potential drawbacks?

Will magic tricks translate? James to look into magic tricks.

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