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Success Plan Template

Meeting Notes

Organize meeting notes in one place so it's easy to reference past conversations
Run well-organized meetings by adding agenda items in advance of your calls. I like to prompt customers to do the same by mentioning them in the comments, that way I can come prepared to our meetings.

Buttons have a ton of different uses as well. In this case, its an easy way to add a new row to our table and keep everyone accountable on next steps.

Add an Action Item

Feb. 28, 2021
Attendees:
@Lauren Struthers
,
@Joe DiMento
,
@John Scrugham

Agenda Topics:
Add sample agenda topics here...



Notes:

Feb. 14, 2021
Attendees:

Agenda Topics:




Notes:

Jan. 31, 2021
Attendees:

Agenda Topics:




Notes:








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