Free Meeting Contact Report Template
Meeting Contact Report
I. Meeting Overview
Meeting Agenda: Business Development Meeting with Acme Corporation
Meeting Date: 2050-06-15
Time: 10:00 AM - 11:30 AM
Location: Boardroom A
Participants:
-
John Doe, Business Development Manager
-
Jane Smith, VP of Sales, Acme Corporation
II. Summary
The meeting was held to discuss potential collaboration opportunities between [Your Company Name] and Acme Corporation. We reviewed Acme's current needs and our capabilities, focusing on integrating our software solutions with their upcoming projects. The VP of Sales expressed interest in exploring a pilot project to test feasibility. Both parties agreed to schedule a follow-up technical discussion next month.
III. Action Items
-
John Doe to follow up by 2050-06-30 regarding the pilot project details.
-
John Doe to prepare a proposal for Acme outlining the scope and timeline of the pilot project.
-
Jane Smith to provide John Doe with additional technical specifications by 2050-06-20.
-
John Doe to arrange a demo of our software solutions for Acme's IT team by 2050-07-05.
IV. Next Steps
-
Schedule technical discussion for 2050-07-10.
-
Coordinate a site visit to the main facility to finalize integration logistics.
-
Conduct a market analysis to identify potential synergies for future collaboration.
Prepared by:
[Your Name]
Executive Assistant