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Initiative Check-In with Wellness Advisor Template

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Check out this 4-step initiative check in template used with a wellness advisor to go through key agenda topics and get an action plan rolled out.

Planning Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Initiative Check-In with Wellness Advisor
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Initiative Check-In with Wellness Advisor
Today @ 10:30 - 11 AM
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Initiative Check-In with Wellness Advisor
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Initiative Check-In with Wellness Advisor Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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  • 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 Initiative Check-In with Wellness Advisor Template:

1 ✔️ Initiative Updates

What are your work priorities this week? How are you spending your time?

2 💪 Action Plan Review

Review the current action plan and reassess if necessary.

3 📁 Sensitive Case Review

Are there any situations we should preemptively be aware of?

4 ✅ Action Items

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

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • John Gleeson
    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
    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
    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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