Meeting preparation and follow-up template

Prepare your next virtual customer meeting. Use anonymised names.

Use fictional or anonymised examples. Do not enter confidential customer information.

Meeting objective (from the customer's view)

What should they know, decide or do at the end?

Agenda (3–4 topics with timings)

Send this with the invitation

Participants and a question for each

Role — question

Technology check and fallback

Platform, link, materials sent in advance, phone backup

Follow-up: what we learned and decided

Write it in the customer's words

Agreed actions (what, who, when)

Include actions for the customer