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Attendees

Location

Project

References

Passed?

Title

Assistant

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Duration

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Notes

Attendees

Location

Project

Passed?

Color

Start Morning Routine

Passed

6/9/23, 7:00 AM

1 hr 15 mins

6/9/23, 8:15 AM

Lunch with customer

Passed

6/8/23, 12:00 PM

1 hr 30 mins

6/8/23, 1:30 PM

Remember to bring the presentation slides and handouts for the client meeting.

Don't forget to confirm the reservation at the restaurant and check for any dietary restrictions.

It's important to dress professionally and arrive on time for the lunch appointment.

Make sure to review the client's background and interests beforehand to tailor the conversation topics.

Meeting for Proposal

Passed

6/7/23, 9:45 AM

1 hr 15 mins

6/7/23, 11:00 AM

Agenda:

Introductions

Overview of proposal

Discussion of proposal

Q&A

Next steps

Attendees:

John Doe, CEO

Jane Smith, CFO

Bob Johnson, COO

Sarah Lee, CMO

Tom Brown, CTO

Meeting Notes:

The meeting began promptly at 10am with introductions from each attendee. John Doe then provided an overview of the proposal, outlining the key points and goals. The group engaged in a productive discussion, highlighting potential challenges and opportunities.

During the Q&A portion, each attendee had the opportunity to ask questions and provide feedback. Next steps were discussed and agreed upon, including follow-up meetings to further refine the proposal.

Overall, the meeting was successful in moving the proposal forward and setting a clear path for next steps.

Golf Training

Passed

6/6/23, 2:00 PM

2 hrs

6/6/23, 4:00 PM

If you're serious about improving your golf game, investing in some professional training can make a huge difference.

Passed

6/1/23, 1:00 PM

1 hr 30 mins

6/1/23, 2:30 PM

Change the notes template to your needs

Don’t forget to configure the event / meeting notes template. You find it under: Settings > Templates > Calendar > Notes

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