Get Set Up: Next Meeting
Mentor checks calendar to determine who is scheduled on the day before meeting and compiles “cheat sheet” notes based on last meeting notes, email plus Engage information. Can include action items and next steps.
+ Scheduling System
Mentor checks calendar to determine who is scheduled on the day before meeting and compiles “cheat sheet” notes based on last meeting notes, email plus Engage information. Can include action items and next steps.
+ CRM + Proactive Scheduling
Mentor quickly reviews upcoming meetings the day before by checking the Basic Client Tracking Spreadsheet.