Marketing Meetings Dashboard

£5.00

Ever feel like your meetings are a bit like herding cats? Well, say goodbye to the chaos and hello to streamlined efficiency with our Meeting Dashboard Template. Designed specifically for the brilliant (and busy) marketers out there, this template will help you keep track of all your meetings, tasks, and client interactions.

Imagine never having to chase down action items or wonder what was discussed in your last call again. Sounds too good to be true, right?

With our dashboard, you can effortlessly manage internal and external meetings, from strategy sessions to proposal discussions, all in one nifty place. Plus, the added bonus of Notion AI means your meeting notes practically write themselves.

This template will support you with…

  1. Weekly Team Meetings: Keep your internal team syncs running like a well-oiled machine. Track agendas, action items, and follow-ups all in one place.
  2. Client Discovery Calls: Seamlessly manage new client introductions and discovery calls. Capture all client details and initial discussions, setting the stage for successful engagements.
  3. Proposal and Agreement Discussions: Ensure nothing is missed during crucial proposal and agreement meetings. Document key decisions, potential projects, risks, and opportunities.
  4. Strategy Planning Sessions: Plan and execute your marketing strategies with precision. Organise brainstorming sessions, track ideas, and assign tasks to team members.
  5. Product Launch Calls: Coordinate your product launch meetings with both internal teams and external partners. Keep everyone on the same page with agendas, action items, and deadlines.
  6. Follow-Up and Review Meetings: Keep tabs on follow-up actions and review meetings. Ensure all discussed items are tracked and revisited as needed.

Frequently Asked Questions

What type of Notion account do I need?

You can get started with a free Notion account, as all our templates have been built to be extremely versatile!

We recommend a Paid Notion account if you’re planning to add a hefty amount of content to your template or Notion account.  

Not onboard yet? No worries – sign up here!

 
How do I access my template?

Once you complete your order, you’ll receive login details to access your very own dashboard.

Inside, you’ll be able to access your template, instructions, as well as video walkthrough to help you get started.

No worries at all! We have a resource portal with full training guides for your template, plus a video introduction to Notion and how to make the most of it.

Our templates are designed to be user-friendly, but if you need a bit of extra help, we offer tutorials in our template resource portal. Feel free to drop us a message, and we’ll be happy to assist you in editing the templates to your liking!

Due to the downloadable nature of these product, we do not offer a refund at this stage.

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