Embedded Files
What
What
Meeting follow ups are important to hold everybody accountable to the same expectations and keep things efficient and productive
Who
Who
Executive Assistant
When
When
Day-to-day operations
Where
Where
Google calendar
Why
Why
Collaboration
Communication
Step 1: After meeting, ask James for additional information of the event
Step 1: After meeting, ask James for additional information of the event
Information includes:
conference themes
travel logistics
AV
background understanding of business and audience
Step 2: Input information into the CRM
Step 2: Input information into the CRM
Step 3 Send an email to client for a quick recap
Step 3 Send an email to client for a quick recap
In your email, think about doing some or all of the following:
Thanking people for their time and effort
Summarizing any key points covered or discussed during the meeting
Outlining action items and owners as well as deadlines for these next steps
Attaching or linking to any relevant resources and documents
Inviting people to ask questions or reconvene
Last Update Date: 19/06/23
Updated By: Lesley
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