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A great way to make sure everyone remembers what was discussed in your meeting!
Known as a “Call Report” or “Contact Report” (for internal reporting) or a “Meeting Report” or “Minutes” (when reporting back to your client).
A handy template for recording and reporting on agency/client meetings, in a format suitable for both internal and external use.
Impress your clients with your efficiency! You'll be able to show what was discussed plus action points from the meeting.
$225.00 USD $325.00 USD
The ultimate set of Account Management resources. Empower your team! Resource code: PK-ST1-0115 Author: Sarah Ritchie Last updated: January 2015 INVEST IN THE WHOLE SET AND SAVE 30%! Every Account Management Resource you'll need to create...
$49.95 USD $70.00 USD
The absolute best templates to help you tame your admin and sales tasks. Resource code: PK-AA1-0115 Author: Sarah Ritchie Last updated: January 2015 BUY THE PACKAGE AND SAVE 20%! Save time. Save hassle. Be...
Anyone who has ever been involved with a packaging design project will know there are many traps for the unwary. Resource code: PB1-0714 Author: Sarah Ritchie Last updated: July 2014 Format: One Microsoft...
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