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⬇ Cut and paste the following template into the template section of meeting prep ⬇

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📑 Template

1️⃣ Situation (Where are they now?)

• What does their company do?

summary

• What is their role and responsibility?

Title: title

Seniority: seniority

• What tools, processes, or solutions are they currently using?

CRM

• Any recent company news, funding, or changes?

[complete here]

✅ Key goal: Understand their current setup and context.

2️⃣ Pain (What problems are they facing?)

• What challenges are they experiencing with their current process?

challenges

• What’s slowing them down or making their job harder?