Customer Meetings and VC Meeting Agenda
- Travel to Xi'an, Beijing, and Fuzhou for customer meetings
- a. Prepare presentation materials for each customer meeting
- b. Review previous interactions with customers
- Attend important VC meeting in Shenzhen on Tuesday
- a. Finalize pitch deck for VC meeting
- b. Practice presentation with team members
- c. Discuss funding requirements and growth projections
- d. Address any potential concerns or questions from VCs
- Follow-up actions after each meeting
- a. Assign tasks to team members based on meeting outcomes
- b. Schedule follow-up calls or meetings with customers and VCs
- c. Update CRM system with meeting notes and action items
About Customer Meetings and VC Meeting Agenda
The agenda outlines the schedule and preparation needed for upcoming customer meetings in Xi'an, Beijing, and Fuzhou, as well as an important VC meeting in Shenzhen. It includes tasks such as preparing presentation materials, reviewing previous interactions, finalizing pitch decks, practicing presentations, discussing funding requirements, addressing concerns, and planning follow-up actions.
Introducing Boardshape
Our board management software can be a valuable tool when streamlining your virtual meetings. Our agenda builder allows you to:
- Collaboratively create an agenda Assign agenda items to participants
- Collect all the meeting materials in a centralized location.
- Include live polls for decision making.
- Easily track follow up communication through comment sections for each item.
- Our presentation mode keeps everyone in sync during the meeting with the right documents at everyones’ finger tips at the right time.