{"id":11220,"date":"2017-06-02T03:18:31","date_gmt":"2017-06-02T03:18:31","guid":{"rendered":"https:\/\/www.process.st\/templates\/request-meeting-checklist\/"},"modified":"2024-02-28T20:46:20","modified_gmt":"2024-02-28T20:46:20","slug":"request-meeting-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/request-meeting-checklist\/","title":{"rendered":"\u2018Request Meeting\u2019 checklist"},"content":{"rendered":"
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Send welcome email to introduce sales person <\/h2>\n<\/section>\n
\n

Request convenient date\/time for kick off meeting <\/h2>\n<\/section>\n
\n

Ask preferred attendees <\/h2>\n<\/section>\n
\n

Ask contact number to use <\/h2>\n<\/section>\n
\n

Outline initial agenda of meeting <\/h2>\n<\/section>\n
\n

Research on customer's business <\/h2>\n<\/section>\n
\n

Schedule gotomeeting ID (if necessary) <\/h2>\n<\/section>\n
\n

Send meeting invite to attendees and CC Deal specific email address <\/h2>\n<\/section>\n
\n

Note confirmed meeting schedule in PipeDrive <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

Send welcome email to introduce sales person Request convenient date\/time for kick off meeting Ask preferred attendees Ask contact number to use Outline initial agenda of meeting Research on customer's business Schedule gotomeeting ID (if necessary) Send meeting invite to attendees and CC Deal specific email address Note confirmed meeting schedule in PipeDrive<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"9","template_description":"","template_id":"iLAzoiJveUD8t_hQ-15CnA","task_0":"Send welcome email to introduce sales person","task_slug_0":"send-welcome-email-to-introduce-sales-person","task_1":"Request convenient date\/time for kick off meeting","task_slug_1":"request-convenient-datetime-for-kick-off-meeting","task_2":"Ask preferred 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