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Lead Management Meeting Template

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Use this lead management checklist to identify potential buyers and bridge the gap between marketing and sales. Curated by Hubspot.

Expert-Approved Marketing Meetings Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Lead Management Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Lead Management Meeting
Today @ 10:30 - 11 AM
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Lead Management Meeting
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Lead Management Meeting Template
By HubSpot
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 Lead Management Meeting Template:

1 Identify and understand your leads

What marketing persona does your potential buyer fall under?

2 Collect intelligence

The marketing team figures out where the first point of contact was with the potential lead.

3 Determine a lead score

Determine the lead’s potential interest in your product or service. 

4 Create a lead nurturing campaign

Identify different segments of leads based on their interests.

5 Pass off your leads

Marketing provides information on the lead’s activity and background.

6 Track and measure

Evaluate leads with the sales team and continue to refine, score, and evaluate as needed.

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Get this free template
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HubSpot

Template by

HubSpot

HubSpot is a leading CRM platform that provides software and support to help businesses grow better. The HubSpot platform includes marketing, sales, service, and website management products that meet companies needs at any stage of growth. Thousands of customers around the world use HubSpot's easy-to-use tools and integrations to attract, engage, and delight customers.

  • 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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