Call Debrief

Whether you’re creating a strategic business partnership with a prospect or managing an existing client, use this template to ensure you get all the information you need for the call to be a success.

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Created by Sandler 07/21/2018

#meetings #for-work

With this template, you can gather important details from a call and determine how best to follow up and go forward. The optimal time to debrief is right after the call while the conversation is fresh in your mind. As you complete the template, make sure you are very clear on next steps and who will be responsible for their completion.

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Because you viewed this template:

MEETINGS

Meeting Agenda

Run meetings with more clarity, focus, and efficiency.

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PROJECT MANAGEMENT

Project Overview

Document responsibilities of every project team member, important milestones, and final deadlines, so everyone knows what's going on.

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