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Acquisition Planning Meeting Template

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Use this Acquisition Planning meeting template to ensure a successful acquisition by discussing the necessary resources and time.

Business Meetings Finance Meetings Team Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Acquisition Planning Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Acquisition Planning Meeting
Today @ 10:30 - 11 AM
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Acquisition Planning Meeting
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Acquisition Planning Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Acquisition Planning Meeting Template:

1Overview

Provide an overview of the acquisition at stake.

2Management

Discuss who will be the leader of the acquisition. What team members are required?

3Timeline

Discuss the timeline for the integration. What critical milestones must be met to meet the completion date?

4Resources

What external resources are required and at what cost?

4Integration process

Ensure all aspects of the integration process are considered.

  • Business Systems (ERP, CRM, etc.)
  • Customer Service
  • Finance
  • HR
  • IT
  • Manufacturing
  • Business Processes – Customer Ordering, Logistics, etc.
  • Sales Operations

5Action items

What came out of this meeting? What are the next steps?

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Fellow.app

Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    “Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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