Meeting record
One form for every meeting and presentation: book it, then record it. It saves as you go, and once the company is linked and the notes written, it keeps one CRM comment up to date by itself. Save to CRM files the Sales Visit and the full record.
1 What happened
2 Client & people
Picking a person links their company and details. No name yet? Pick the company alone.
Link the client's company, contact or opportunity so your notes reach their CRM comments. Tick this only when there is no one client.
From the contact record. Change them and Save to CRM asks whether to update the contact.
Attendees
Nobody added yet.
Kept apart: who from here has met this client, and who at this client we have met.
3 Business cards & attendance lists on your hardware
Each photo uploads at once and is read automatically; keep going, and add a card's back if it has details. A sign-in list is read row by row, one card per person. Check each, pick or create its organisation and tick Confirmed; confirmed cards go to the CRM, owned by Sales, on Save to CRM.
4 Photos, attendance sheet & documents GPS off
Turn on location and a photo taken on site pins the client — that point then outranks the billing address everywhere, the route planner included.
5 Products
What the client wants is quoted. What you only showed is kept apart, so showing six systems does not make six systems of interest.
Nothing noted yet.
Not in the catalogue?
Related quotes
None attached.
6 What was presented & Q&A
Questions & answers
No questions recorded.
7 Discussion, outcome & next step
Tagalog and Cebuano are translated to English.
One job is a sale; their next three projects are the account.
8 Client video & follow-up
Each video is for this client: unlisted on YouTube, so only someone with the link can watch. The link goes on the CRM record and into the follow-up drafts.
Written by the local model from this record; you read it before anything happens.
One draft per client person with an email, each addressed to them. Held for approval — nothing sends.
One note per attendee with an email, signed by you. Held for approval — nothing sends.
Website portal accounts. One per client person on the CRM, from their contact. Setting one up sends nothing; “Send welcome email” then emails a sign-in link (no password), and anyone who has never signed in can be sent a reminder.
Save the record to see who can have one.
Mailing list. Add a client person who left an email. This only records them — nothing is sent.
Save the record to see who can be added.
9 Samples & mockups
What was discussed with the client. The Director sets the final price at release.