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
1
Get Sam to fork over the event attendee list.
PR
Polly Rose
Fri, Jul 31
2
Schedule brainstorm for thumb wrestling swag
JD
Joel Davis
Mon, Aug 3
3
Decide which magic tricks translate best over Zoom.
JB
James Booth
Tue, Aug 11
There are no rows in this table


Agenda

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.


Notes

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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