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Meeting Planning

Simply put, a meeting plan establishes what needs to be done before, during, and after a meeting. Basically, it brings everyone on the same page on the most important topics. A meeting plan is all about what you want from the meeting and the results you want at the end of the meeting.

This form replaces the various methods of meeting handover currently in operation.We have built to not need to get an Insightly ref and so some fields are there as the Key Insightly updates based on the meeting type. This does not mean a fuller Insightly review or eg partner account or corp account will not be needed as part of the handover.